Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS LLC | 04-10-2024 | 03-31-2024 | 233 | 965,245,782 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $63,152,062 | 120,123 | 0.01 | 0.01 | 1,135 | 0.95 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $48,731,398 | 115,829 | 0.01 | 0.00 | 2,119 | 1.86 | 03-31-2024 |
| APPLE INC | COM | 3 | $48,606,300 | 283,452 | 0.01 | 0.01 | 141 | 0.05 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $37,406,197 | 41,399 | 0.00 | 0.00 | 4,393 | 11.87 | 03-31-2024 |
