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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 151 | $256,344 | 19,303 | 0.00 | 0.00 | 1,170 | 6.45 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 152 | $256,097 | 609 | 0.00 | 609 | +Inf | 03-31-2024 | |
| GENERAL MLS INC | COM | 153 | $248,394 | 3,550 | 0.00 | 3,550 | +Inf | 03-31-2024 | |
| VIKING THERAPEUTICS INC | COM | 154 | $245,590 | 2,995 | 0.00 | 0.00 | -36,602 | -92.44 | 03-31-2024 |
