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 |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN SHRT TERM | 751 | $6,213 | 203 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CINTAS CORP | COM | 752 | $6,183 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LANDSTAR SYS INC | COM | 753 | $6,168 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRANSDIGM GROUP INC | COM | 754 | $6,158 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
