Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT SECURITIES GROUP LLC | 07-26-2024 | 06-30-2024 | 624 | 529,301,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EOG RES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -765 | -79.27 | 03-31-2024 |
| CISCO SYS INC | COM | Liquidated | $25,000 | 533 | 0.00 | 0.01 | 533 | +Inf | 06-30-2024 |
| EQUITY COMWLTH | COM SH BEN INT | 1153 | $25,000 | 1,312 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| OPTIMIZERX CORP | COM NEW | 1154 | $25,000 | 2,504 | 0.00 | 2,504 | +Inf | 06-30-2024 |
