Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KPP ADVISORY SERVICES LLC | 08-27-2024 | 06-30-2024 | 238 | 376,173,791 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| U S BANCORP DE | Com | Liquidated | $0 | 0 | 0.00 | 46,586 | +Inf | 06-30-2024 | |
| CAPITAL GROUP | Com | Liquidated | $0 | 0 | 0.00 | 60,107 | +Inf | 06-30-2024 | |
| SALESFORCE INC | Com | Liquidated | $0 | 0 | 0.00 | 6,434 | +Inf | 06-30-2024 | |
| ISHARES CORE | Com | Liquidated | $0 | 0 | 0.00 | 25,907 | +Inf | 06-30-2024 |
