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 | MSCI USA MMENTM | 501 | $18,922 | 101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENTEX CORP | COM | 502 | $18,782 | 520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXELIXIS INC | COM | 503 | $18,604 | 784 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FULTON FINL CORP PA | COM | 504 | $18,496 | 1,164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
