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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | US EQT FACTOR | 101 | $336,558 | 7,578 | 0.00 | 7,578 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 102 | $336,490 | 700 | 0.00 | 0.00 | -2 | -0.28 | 03-31-2024 |
| MARKEL GROUP INC | COM | 103 | $334,725 | 220 | 0.00 | 0.00 | -23 | -9.47 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 104 | $329,832 | 3,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
