Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SUMMIT FINANCIAL GROUP INC 01-12-2024 12-31-2023 250 261,178,758
Institutional Holdings
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
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