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 |
|---|---|---|---|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | 201 | $182,690 | 924 | 0.00 | 0.00 | -43 | -4.45 | 03-31-2024 |
| GLOBE LIFE INC | COM | 202 | $180,883 | 1,554 | 0.00 | 0.00 | -69 | -4.25 | 03-31-2024 |
| TECK RESOURCES LTD | CL B | 203 | $180,785 | 3,949 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 204 | $180,235 | 3,572 | 0.00 | 0.00 | -460 | -11.41 | 03-31-2024 |
