Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | 05-02-2024 | 03-31-2024 | 133 | 493,636,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMCOR GROUP INC | COM | 101 | $518,296 | 1,480 | 0.00 | 1,480 | +Inf | 03-31-2024 | |
| BLACKSTONE INC | COM | 102 | $513,919 | 3,912 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOUTHERN CO | COM | 103 | $482,165 | 6,721 | 0.00 | 0.00 | 321 | 5.02 | 03-31-2024 |
| ISHARES TR | GRWT ALLOCAT ETF | 104 | $472,082 | 8,480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
