Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Summit Investment Advisory Services LLC
  City: ROSEVILLE
  State: MN
  Zip: 55113
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,909,000
  Total Value Change : $10,061,000
  Securities Held Change : 4
   
All Securities Held : 68
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 32
  Unchanged Positions : 6
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 43 - $185.36 $408,000 2,184 0.24% 38,000 0 0.009    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 52 - $351.27 $294,000 873 0.17% 29,000 0 0    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 54 - $68.91 $259,000 3,818 0.15% 11,000 0 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 56 - $175.47 $254,000 1,416 0.15% 20,000 0 0    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 59 - $63.10 $233,000 3,760 0.14% 21,000 0 0    Closed - End Fund - Debt
   (VIDI)1 Year Chart         VIDI Vident International Equity... 60 - $25.68 $231,000 9,239 0.14% 4,000 0 0.038    N/A

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results