Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SUMMIT FINANCIAL GROUP INC | 01-12-2024 | 12-31-2023 | 250 | 261,178,758 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | GLOBAL TECH ETF | 51 | $1,672,318 | 24,528 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST TR NAS100 EQ WEIGHTED | SHS | 52 | $1,671,313 | 14,230 | 0.00 | 0.00 | 580 | 4.25 | 12-31-2023 |
CISCO SYS INC | COM | 53 | $1,650,185 | 32,664 | 0.00 | 0.00 | 385 | 1.19 | 12-31-2023 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 54 | $1,635,034 | 9,350 | 0.00 | 0.00 | 375 | 4.18 | 12-31-2023 |