Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | 01-19-2024 | 12-31-2023 | 128 | 440,725,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1 | $47,980,741 | 1,509,208 | 0.01 | 0.01 | -44,517 | -2.87 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $37,267,564 | 119,878 | 0.01 | 0.01 | -4,982 | -3.99 | 12-31-2023 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 3 | $25,773,061 | 718,313 | 0.01 | 0.01 | -33,790 | -4.49 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 4 | $25,360,695 | 381,421 | 0.01 | 0.01 | -6,154 | -1.59 | 12-31-2023 |
