Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KPP ADVISORY SERVICES LLC | 05-14-2024 | 03-31-2024 | 241 | 364,286,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA | Com | 101 | $1,040,694 | 27,445 | 0.00 | 27,445 | +Inf | 03-31-2024 | |
| ADVANCED MICRO | Com | 102 | $1,028,253 | 5,697 | 0.00 | 5,697 | +Inf | 03-31-2024 | |
| SPDR PORTFOLIO | Com | 103 | $1,012,982 | 13,848 | 0.00 | 13,848 | +Inf | 03-31-2024 | |
| VISA INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 3,886 | +Inf | 03-31-2024 |
