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Summit Matls Inc cl a shares owned by Rise Advisors

Quarter-by-quarter ownership of Summit Matls Inc cl a shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Summit Matls Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Summit Matls Inc cl a held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Matls Inc cl a by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 298 50.60
2024-09-30 $12k 298 39.03
2024-06-30 $11k 298 36.61
2024-03-31 $13k 298 44.57

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise Advisors

Top funds holding Summit Matls Inc cl a

Strengthening Families & Communities
WFA Asset Management Corp
Huntington National Bank

View all funds holding Summit Matls Inc cl a