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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $4,958,492 | 37,579 | 0.00 | 0.00 | -566 | -1.48 | 03-31-2024 |
| CVS HEALTH CORP | COM | 52 | $4,906,401 | 61,515 | 0.00 | 0.00 | -4,080 | -6.22 | 03-31-2024 |
| PEPSICO INC | COM | 53 | $4,848,498 | 27,704 | 0.00 | 0.00 | -106 | -0.38 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 54 | $4,826,304 | 8,674 | 0.00 | 0.00 | -55 | -0.63 | 03-31-2024 |
