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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR 0-5YR INVT GR CP | ETF | 51 | $4,538,247 | 92,203 | 0.00 | 0.00 | -15,261 | -14.20 | 03-31-2024 |
| HOMEDEPOTINCCOM | Common Stock | 52 | $4,326,141 | 11,278 | 0.00 | 0.00 | 49 | 0.44 | 03-31-2024 |
| ISHARESTRCOREMSCI EAFE | ETF | 53 | $4,156,962 | 56,009 | 0.00 | 0.00 | -20,539 | -26.83 | 03-31-2024 |
| ALPHABETINCCAPSTKCLC | Common Stock | 54 | $4,149,085 | 27,250 | 0.00 | 0.00 | -1,433 | -5.00 | 03-31-2024 |
