Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | 05-02-2024 | 03-31-2024 | 133 | 493,636,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $1,904,822 | 9,510 | 0.00 | 0.00 | 37 | 0.39 | 03-31-2024 |
| FIRST HORIZON CORPORATION | COM | 52 | $1,718,856 | 111,614 | 0.00 | 0.00 | -307 | -0.27 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 53 | $1,601,831 | 17,276 | 0.00 | 0.00 | 1,035 | 6.37 | 03-31-2024 |
| ISHARES TR | U.S. ENERGY ETF | 54 | $1,592,020 | 32,227 | 0.00 | 0.00 | -894 | -2.70 | 03-31-2024 |
