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 |
|---|---|---|---|---|---|---|---|---|---|
| DONALDSON INC | COM | 851 | $466,377 | 6,245 | 0.00 | 0.00 | 85 | 1.38 | 03-31-2024 |
| NOVARTIS AG | SPONSORED ADR | 852 | $461,608 | 4,597 | 0.00 | 0.00 | 274 | 6.34 | 03-31-2024 |
| NATIONAL INSTRS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 0.14 | 12-31-2023 |
| ALIGN TECHNOLOGY INC | COM | 854 | $458,268 | 1,398 | 0.00 | 0.00 | 449 | 47.31 | 03-31-2024 |
