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 |
|---|---|---|---|---|---|---|---|---|---|
| LAMB WESTON HLDGS INC | COM | 901 | $3,196 | 30 | 0.00 | 0.00 | -41 | -57.75 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 12-31-2023 | |
| ANTERO RESOURCES CORP | COM | 903 | $3,161 | 109 | 0.00 | 0.00 | -526 | -82.83 | 03-31-2024 |
| CALIFORNIA RES CORP | COM STOCK | 904 | $3,141 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
