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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 251 | $128,313 | 1,327 | 0.00 | 0.00 | 14 | 1.07 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 252 | $125,631 | 672 | 0.00 | 0.00 | 144 | 27.27 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 253 | $124,742 | 1,159 | 0.00 | 0.00 | 541 | 87.54 | 03-31-2024 |
| BLACKROCK ETF TRUST | US CARBON TRANS | 254 | $124,301 | 2,165 | 0.00 | 0.00 | 6 | 0.28 | 03-31-2024 |
