Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT ASSET MANAGEMENT LLC | 01-15-2024 | 12-31-2023 | 154 | 417,988,398 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWN HLDGS INC | COM | 101 | $413,852 | 4,494 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DEERE & CO | COM | 102 | $411,866 | 1,030 | 0.00 | 1,030 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 103 | $411,695 | 7,395 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VIRTUS ETF TR II | SEIX SR LN ETF | 104 | $411,213 | 17,184 | 0.00 | 0.00 | 857 | 5.25 | 12-31-2023 |
