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 ESG SLC | 551 | $15,343 | 141 | 0.00 | 0.00 | 1 | 0.71 | 03-31-2024 |
| EVERCORE INC | CLASS A | 552 | $15,215 | 79 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPIRE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -37 | -13.17 | 03-31-2024 |
| ROLLINS INC | COM | 554 | $15,130 | 327 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
