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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 12-31-2023 | |
| CUBESMART | COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 12-31-2023 | |
| STELLAR BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 107 | +Inf | 12-31-2023 | |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 1004 | $2,269 | 64 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
