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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEYWALTCOCOM | Common Stock | 151 | $1,429,959 | 11,686 | 0.00 | 0.00 | -1,965 | -14.39 | 03-31-2024 |
| CONOCOPHILLIPS | Common Stock | 152 | $1,427,304 | 11,214 | 0.00 | 0.00 | -2,784 | -19.89 | 03-31-2024 |
| SPDR BBG 1-3 MO T-BILL | ETF | 153 | $1,404,173 | 15,296 | 0.00 | 0.00 | -5,510 | -26.48 | 03-31-2024 |
| THERMO FISHER SCIENTIFICINCCOM | Common Stock | 154 | $1,401,261 | 2,409 | 0.00 | 0.00 | -258 | -9.67 | 03-31-2024 |
