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 |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 151 | $1,102,715 | 18,327 | 0.00 | 0.00 | 12,676 | 224.31 | 03-31-2024 |
| YUM BRANDS INC | COM | 152 | $1,087,432 | 7,843 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | 153 | $1,060,181 | 14,686 | 0.00 | 0.00 | 61 | 0.42 | 03-31-2024 |
| ISHARES TR | US HLTHCARE ETF | 154 | $1,056,943 | 17,075 | 0.00 | 0.00 | 13,765 | 415.86 | 03-31-2024 |
