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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM NEW | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 12-31-2023 | |
| ISHARES TR | 7-10 YR TRSY BD | 452 | $24,276 | 256 | 0.00 | 0.00 | 5 | 1.99 | 03-31-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | Liquidated | $0 | 0 | 0.00 | 393 | +Inf | 12-31-2023 | |
| DUPONT DE NEMOURS INC | COM | 454 | $24,151 | 315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
