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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 201 | $298,913 | 408 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | 202 | $297,809 | 4,515 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 203 | $297,340 | 8,058 | 0.00 | 0.00 | -700 | -7.99 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 204 | $295,993 | 6,828 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
