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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSPRING ADVANTAGE | Com | Liquidated | $0 | 0 | 0.00 | 33,991 | +Inf | 06-30-2024 | |
| ISHARES SELECT | Com | Liquidated | $0 | 0 | 0.00 | 1,823 | +Inf | 06-30-2024 | |
| SPDR MSCI | Com | Liquidated | $0 | 0 | 0.00 | 3,761 | +Inf | 06-30-2024 | |
| ISHARES TR | MBS ETF | 554 | $224,416 | 2,444 | 0.00 | 2,444 | +Inf | 06-30-2024 |
