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 |
|---|---|---|---|---|---|---|---|---|---|
| BADGER METER INC | COM | 401 | $31,391 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MEDPACE HLDGS INC | COM | 402 | $31,120 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 403 | $31,074 | 452 | 0.00 | 0.00 | -37 | -7.57 | 03-31-2024 |
| FIRST CTZNS BANCSHARES INC N | CL A | 404 | $31,065 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
