Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT X LLC | 08-13-2024 | 06-30-2024 | 235 | 445,732,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QCR HOLDINGS INC | COM | 251 | $367,200 | 6,120 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LUMINAR TECHNOLOGIES INC | COM CL A | 252 | $365,367 | 244,442 | 0.00 | 0.00 | 71,837 | 41.62 | 06-30-2024 |
| SPDR SER TR | S&P DIVID ETF | 253 | $363,483 | 2,830 | 0.00 | 0.00 | 1,158 | 69.26 | 06-30-2024 |
| PIMCO MUN INCOME FD | COM | 254 | $358,234 | 38,697 | 0.00 | 0.00 | 16,892 | 77.47 | 06-30-2024 |
