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 |
|---|---|---|---|---|---|---|---|---|---|
| POTLATCHDELTIC CORPORATION | COM | 451 | $1,319,475 | 28,062 | 0.00 | 0.00 | 6,994 | 33.20 | 03-31-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 452 | $1,310,223 | 13,711 | 0.00 | 0.00 | 189 | 1.40 | 03-31-2024 |
| COCA COLA CO | COM | 453 | $1,307,643 | 21,187 | 0.00 | 0.00 | 1,319 | 6.64 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 454 | $1,286,159 | 14,643 | 0.00 | 0.00 | 3,451 | 30.83 | 03-31-2024 |
