Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS LLC | 04-10-2024 | 03-31-2024 | 233 | 965,245,782 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | 201 | $580,849 | 20,745 | 0.00 | 0.00 | -12,225 | -37.08 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 202 | $559,448 | 5,712 | 0.00 | 0.00 | 701 | 13.99 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 203 | $555,348 | 9,143 | 0.00 | 0.00 | 7,347 | 409.08 | 03-31-2024 |
| BANK AMERICA CORP | COM | 204 | $553,160 | 14,588 | 0.00 | 0.00 | -4,089 | -21.89 | 03-31-2024 |
