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 |
|---|---|---|---|---|---|---|---|---|---|
| MCCORMICK & COMPANY, INCORPORATED | Common Stock | 301 | $475,531 | 6,191 | 0.00 | 0.00 | 1,014 | 19.59 | 03-31-2024 |
| ISHARES TR 1 3 YR TREAS BD | ETF | 302 | $473,670 | 5,792 | 0.00 | 0.00 | -18,634 | -76.29 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF | ETF | 303 | $471,341 | 4,034 | 0.00 | 0.00 | -107 | -2.58 | 03-31-2024 |
| ISHARES:US HLTHCR ETF | ETF | 304 | $468,315 | 7,566 | 0.00 | 7,566 | +Inf | 03-31-2024 |
