Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS LLC | 04-23-2024 | 03-31-2024 | 613 | 3,762,074,225 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION | COM | 301 | $2,637,125 | 10,549 | 0.00 | 0.00 | 1,815 | 20.78 | 03-31-2024 |
| NETFLIX INC | COM | 302 | $2,629,132 | 4,329 | 0.00 | 0.00 | -39 | -0.89 | 03-31-2024 |
| DEERE & CO | COM | 303 | $2,627,883 | 6,375 | 0.00 | 0.00 | 457 | 7.72 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 304 | $2,584,852 | 15,931 | 0.00 | 0.00 | -134 | -0.83 | 03-31-2024 |
