Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS LLC | 04-23-2024 | 03-31-2024 | 613 | 3,762,074,225 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | 1101 | $306,968 | 1,204 | 0.00 | 0.00 | 137 | 12.84 | 03-31-2024 |
| TOYOTA MOTOR CORP | ADS | 1102 | $305,791 | 1,215 | 0.00 | 0.00 | 101 | 9.07 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 1103 | $305,245 | 3,749 | 0.00 | 3,749 | +Inf | 03-31-2024 | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 1104 | $305,100 | 15,000 | 0.00 | 0.00 | -725 | -4.61 | 03-31-2024 |
