Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL STRATEGIES INC | 01-22-2024 | 12-31-2023 | 142 | 654,443,024 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 51 | $1,020,594 | 4,387 | 0.00 | 0.00 | 579 | 15.20 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 52 | $1,006,716 | 13,405 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 53 | $994,161 | 7,117 | 0.00 | 0.00 | -149 | -2.05 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 54 | $983,384 | 5,769 | 0.00 | 0.00 | -125 | -2.12 | 12-31-2023 |
