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 |
|---|---|---|---|---|---|---|---|---|---|
| LYFT INC CL A | Common Stock | 401 | $257,316 | 13,298 | 0.00 | 0.00 | -4,828 | -26.64 | 03-31-2024 |
| NUVEEN AMT-FREE MU CR I | ETF | 402 | $256,797 | 21,036 | 0.00 | 21,036 | +Inf | 03-31-2024 | |
| SEA LTD SPONSORD ADS | Common Stock | Liquidated | $0 | 0 | 0.00 | 5,800 | +Inf | 03-31-2024 | |
| MARATHON PETROLEUM CORPORATION | Common Stock | 404 | $254,495 | 1,263 | 0.00 | 1,263 | +Inf | 03-31-2024 |
