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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 51 | $521,691 | 1,811 | 0.00 | 0.00 | -64 | -3.41 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,654 | -25.96 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 53 | $504,414 | 5,330 | 0.00 | 0.00 | 1,603 | 43.01 | 03-31-2024 |
| ABBVIE INC | COM | 54 | $503,393 | 2,764 | 0.00 | 0.00 | 19 | 0.69 | 03-31-2024 |
