Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL LLC | 04-24-2024 | 03-31-2024 | 381 | 1,687,958,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CBOE GLOBAL MARKETS, INC. | Common Stock | 101 | $2,216,151 | 12,062 | 0.00 | 0.00 | 2,273 | 23.22 | 03-31-2024 |
| INVESCO EXCHANGETRADED FD T FTSE RAFI 1000 | ETF | 102 | $2,200,970 | 57,213 | 0.00 | 0.00 | -1,777 | -3.01 | 03-31-2024 |
| STRYKER CORPORATION COM | Common Stock | 103 | $2,182,063 | 6,084 | 0.00 | 0.00 | 234 | 4.00 | 03-31-2024 |
| ORACLE CORPORATION | Common Stock | 104 | $2,136,713 | 17,011 | 0.00 | 0.00 | 137 | 0.81 | 03-31-2024 |
