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
DOLLAR GEN CORP NEW Common Stock Liquidated $0 0 0.00 3,199 +Inf 03-31-2024
BROWN FORMAN CORP CL B Common Stock Liquidated $0 0 0.00 7,610 +Inf 03-31-2024
BRISTOL MYERS Common Stock Liquidated $0 0 0.00 8,461 +Inf 03-31-2024
INTUITIVE SURGICAL Com 204 $431,019 1,080 0.00 1,080 +Inf 03-31-2024
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