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Name: |
Summit Investment Advisory Services LLC |
City: |
ROSEVILLE |
State: |
MN |
Zip: |
55113 |
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Holdings
Found :
6 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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MGC |
Vanguard Mega Cap 300 Index... |
43 |
- |
$185.36 |
$408,000 |
2,184 |
0.24% |
38,000 |
0 |
0.009 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
52 |
- |
$351.27 |
$294,000 |
873 |
0.17% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
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IXUS |
Ishares Core Msci Total Int... |
54 |
- |
$68.91 |
$259,000 |
3,818 |
0.15% |
11,000 |
0 |
0 |
N/A |
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IWD |
iShares Russell 1000 Value |
56 |
- |
$175.47 |
$254,000 |
1,416 |
0.15% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
59 |
- |
$63.10 |
$233,000 |
3,760 |
0.14% |
21,000 |
0 |
0 |
Closed - End Fund - Debt |
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VIDI |
Vident International Equity... |
60 |
- |
$25.68 |
$231,000 |
9,239 |
0.14% |
4,000 |
0 |
0.038 |
N/A |
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