MAI Wealth Advisors »

Summit State Bank shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Summit State Bank (SSBI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Summit State Bank

Tip: Access up to 7 years of quarterly data

All positions including Summit State Bank held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Summit State Bank by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $994k 92k 10.85

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
iShares S&P Mid Cap Index Ez (IJH)
Amazon CS (AMZN)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Vanguard FTSE Developed Mkts E Ee (VEA)
Nvidia Corp CS (NVDA)
iShares S&P Barra Value Index Ez (IVE)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Russell 1000 Growth In Ez (IWF)
iShares Core MSCI EAFE Ez (IEFA)
SPDR S&P Mid Cap 400 ETF Ee (MDY)

View all positions for MAI Wealth Advisors

Top funds holding Summit State Bank

Banc Funds Company
Vanguard Group
Caldwell Sutter Capital
MAI Wealth Advisors
Traverso Chambers Private Wealth Management
Dimensional Fund Advisors
Geode Capital Management
Salzhauer Michael
Benedetti & Gucer
Bridgeway Capital Management
Citadel Advisors
BlackRock
Northern Trust
Advisor Group Holdings
Morgan Stanley

View all funds holding Summit State Bank