Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS LLC | 04-23-2024 | 03-31-2024 | 613 | 3,762,074,225 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 551 | $967,888 | 2,275 | 0.00 | 0.00 | 233 | 11.41 | 03-31-2024 |
| ZOETIS INC | CL A | 552 | $966,789 | 5,714 | 0.00 | 0.00 | 441 | 8.36 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 553 | $963,401 | 4,876 | 0.00 | 0.00 | 551 | 12.74 | 03-31-2024 |
| SPDR SER TR | HLTH CARE SVCS | 554 | $955,792 | 10,079 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
