Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | 04-05-2024 | 03-31-2024 | 258 | 281,264,099 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 151 | $463,246 | 6,910 | 0.00 | 0.00 | -50 | -0.72 | 03-31-2024 |
| TARGET CORP | COM | 152 | $460,746 | 2,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOEING CO | COM | 153 | $451,982 | 2,342 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BK OF AMERICA CORP | COM | 154 | $447,797 | 11,809 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
