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 |
|---|---|---|---|---|---|---|---|---|---|
| AMEREN CORP | COM | 51 | $1,864,164 | 26,102 | 0.00 | 0.00 | 6,832 | 35.45 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | 52 | $1,815,601 | 3,562 | 0.00 | 0.00 | 1,412 | 65.67 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 53 | $1,810,021 | 15,173 | 0.00 | 0.00 | 2,067 | 15.77 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 54 | $1,802,629 | 10,498 | 0.00 | 0.00 | -65 | -0.62 | 06-30-2024 |
