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 |
|---|---|---|---|---|---|---|---|---|---|
| DECKERS OUTDOOR CORP | COM | 301 | $68,712 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AGCO CORP | COM | 302 | $68,399 | 556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TWILIO INC | CL A | 303 | $67,265 | 1,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | INTL SEL DIV ETF | 304 | $65,955 | 2,352 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
