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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN WATER WORKS COMPANY, INC. | Common Stock | 251 | $618,871 | 5,064 | 0.00 | 0.00 | -88 | -1.71 | 03-31-2024 |
| ISHARES RUS MDCP VAL ETF | ETF | 252 | $612,777 | 4,889 | 0.00 | 0.00 | -67 | -1.35 | 03-31-2024 |
| AMERICAN EXPRESS COMPANY | Common Stock | Liquidated | $0 | 0 | 0.00 | 4,044 | +Inf | 03-31-2024 | |
| NIKE, INC. | Common Stock | 254 | $594,941 | 6,306 | 0.00 | 0.00 | -829 | -11.62 | 03-31-2024 |
