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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AGSPONSORED ADR | Common Stock | 351 | $355,805 | 3,542 | 0.00 | 0.00 | -1,099 | -23.68 | 03-31-2024 |
| SPDR S&P 600 SM CAP VAL | ETF | 352 | $354,209 | 4,269 | 0.00 | 0.00 | 559 | 15.07 | 03-31-2024 |
| ARK ETF TR NEXT GNRTN INTER | ETF | 353 | $353,892 | 4,248 | 0.00 | 0.00 | 342 | 8.76 | 03-31-2024 |
| DELL TECHNOLOGIES INC CL C | Common Stock | 354 | $349,519 | 3,063 | 0.00 | 0.00 | 4 | 0.13 | 03-31-2024 |
