Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KFA PRIVATE WEALTH GROUP LLC | 05-01-2024 | 03-31-2024 | 99 | 322,384,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 51 | $609,303 | 3,376 | 0.00 | 0.00 | 649 | 23.80 | 03-31-2024 |
| WEST PHARMACEUTICAL SVSC INC | COM | 52 | $593,565 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NETFLIX INC | COM | 53 | $580,000 | 955 | 0.00 | 0.00 | 15 | 1.60 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 54 | $571,637 | 7,702 | 0.00 | 0.00 | 449 | 6.19 | 03-31-2024 |
