Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT PLACE FINANCIAL ADVISORS LLC | 04-29-2024 | 03-31-2024 | 91 | 170,727,609 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $7,480,426 | 17,780 | 0.00 | 0.00 | 223 | 1.27 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $7,000,783 | 7,748 | 0.00 | 0.00 | -982 | -11.25 | 03-31-2024 |
| APPLE INC | COM | 3 | $5,977,121 | 34,856 | 0.00 | 0.00 | 2,867 | 8.96 | 03-31-2024 |
| WISDOMTREE TR | BLMBG US BULL | 4 | $5,452,248 | 208,101 | 0.00 | 0.00 | 4,705 | 2.31 | 03-31-2024 |
