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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 251 | $312,956 | 705 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 252 | $311,369 | 1,151 | 0.00 | 0.00 | 6 | 0.52 | 03-31-2024 |
| SOUTHERN CO | COM | 253 | $306,043 | 4,266 | 0.00 | 0.00 | 272 | 6.81 | 03-31-2024 |
| KRAFT HEINZ CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
