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
ROBERT HALF INC. COM 801 $523,763 6,606 0.00 0.00 -60 -0.90 03-31-2024
SONY GROUP CORP SPONSORED ADR 802 $518,845 6,051 0.00 0.00 1,098 22.17 03-31-2024
ECOLAB INC COM 803 $518,360 2,239 0.00 0.00 -218 -8.87 03-31-2024
GENPACT LIMITED SHS 804 $517,282 15,699 0.00 0.00 -129 -0.82 03-31-2024
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