Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SUMMIT FINANCIAL GROUP INC | 01-12-2024 | 12-31-2023 | 250 | 261,178,758 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | BLOOMBERG SHT TE | 101 | $949,286 | 37,760 | 0.00 | 0.00 | -1,255 | -3.22 | 12-31-2023 |
LOWES COS INC | COM | 102 | $944,279 | 4,243 | 0.00 | 0.00 | 400 | 10.41 | 12-31-2023 |
INTERNATIONAL BUSINESS MACHS | COM | 103 | $938,122 | 5,736 | 0.00 | 0.00 | -15 | -0.26 | 12-31-2023 |
PFIZER INC | COM | 104 | $928,534 | 32,252 | 0.00 | 0.00 | 140 | 0.44 | 12-31-2023 |