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 |
|---|---|---|---|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | 451 | $312,716 | 1,370 | 0.00 | 1,370 | +Inf | 06-30-2024 | |
| ISHARES TR | 7-10 YR TRSY BD | 452 | $309,888 | 3,309 | 0.00 | 3,309 | +Inf | 06-30-2024 | |
| WATERS CORP | Com | Liquidated | $0 | 0 | 0.00 | 900 | +Inf | 06-30-2024 | |
| FIRST TR LRG CP VL ALPHADEX | COM SHS | 454 | $308,072 | 4,186 | 0.00 | 4,186 | +Inf | 06-30-2024 |
