Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LGT FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 2293 | 86,105,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 1 | $5,786,037 | 94,574 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 2 | $3,797,653 | 32,671 | 0.00 | 0.00 | -170 | -0.52 | 03-31-2024 |
| PFIZER INC | COM | 3 | $3,360,248 | 121,090 | 0.00 | 0.00 | -925 | -0.76 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $2,412,554 | 4,586 | 0.00 | 0.00 | 318 | 7.45 | 03-31-2024 |
