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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 101 | $2,116,113 | 3,641 | 0.00 | 0.00 | 234 | 6.87 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 102 | $2,077,191 | 12,754 | 0.00 | 0.00 | -113 | -0.88 | 03-31-2024 |
| STELLANTIS N.V | SHS | 103 | $1,984,619 | 70,128 | 0.00 | 0.00 | 1,529 | 2.23 | 03-31-2024 |
| NETAPP INC | COM | 104 | $1,903,322 | 18,132 | 0.00 | 0.00 | 315 | 1.77 | 03-31-2024 |
