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 |
|---|---|---|---|---|---|---|---|---|---|
| PULTE GROUP INC | COM | 701 | $7,358 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | USD INV GRDE ETF | 702 | $7,311 | 144 | 0.00 | 0.00 | -10 | -6.49 | 03-31-2024 |
| TELEDYNE TECHNOLOGIES INC | COM | 703 | $7,298 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JEFFERIES FINL GROUP INC | COM | 704 | $7,277 | 165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
