Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | 04-05-2024 | 03-31-2024 | 258 | 281,264,099 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $11,759,544 | 27,951 | 0.00 | 0.00 | -863 | -3.00 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $11,029,453 | 21,086 | 0.00 | 0.00 | 863 | 4.27 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $8,511,011 | 50,251 | 0.00 | 0.00 | -1,332 | -2.58 | 03-31-2024 |
| LILLY ELI & CO | COM | 4 | $8,195,030 | 10,534 | 0.00 | 0.00 | 35 | 0.33 | 03-31-2024 |
