Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL STRATEGIES INC | 01-22-2024 | 12-31-2023 | 142 | 654,443,024 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 101 | $371,086 | 7,385 | 0.00 | 0.00 | 265 | 3.72 | 12-31-2023 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 102 | $367,710 | 14,833 | 0.00 | 0.00 | -146 | -0.97 | 12-31-2023 |
| PEPSICO INC | COM | 103 | $347,017 | 2,043 | 0.00 | 0.00 | -37 | -1.78 | 12-31-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 104 | $342,428 | 8,516 | 0.00 | 0.00 | -1,676 | -16.44 | 12-31-2023 |
