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 |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INCCOM | Common Stock | 201 | $952,891 | 1,569 | 0.00 | 0.00 | -57 | -3.51 | 03-31-2024 |
| VANGUARD ST IPSI;ETF | ETF | 202 | $951,779 | 19,874 | 0.00 | 19,874 | +Inf | 03-31-2024 | |
| AMERICAN ELECTRIC POWER COMPANY, INC. | Common Stock | 203 | $936,347 | 10,875 | 0.00 | 0.00 | -13 | -0.12 | 03-31-2024 |
| VANGUARD WORLD FDS UTILITIES ETF | ETF | 204 | $926,293 | 6,497 | 0.00 | 6,497 | +Inf | 03-31-2024 |
