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Worthington Stl shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Worthington Stl (WS) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Worthington Stl

Tip: Access up to 7 years of quarterly data

All positions including Worthington Stl held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Worthington Stl by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $556k 16k 35.85

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Worthington Stl

Vanguard Group
BlackRock
Dimensional Fund Advisors
Mangrove Partners
Geode Capital Management
Goldman Sachs Group
Morgan Stanley
Northern Trust
Nuveen Asset Management
Bank of New York Mellon
Charles Schwab Investment Management
ProShare Advisors
Allspring Global Investments Holdings
Bank of America Corporation
Principal Financial Group

View all funds holding Worthington Stl