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 |
|---|---|---|---|---|---|---|---|---|---|
| ANSYS INC | COM | 951 | $2,777 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AVANOS MED INC | COM | 952 | $2,767 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BERKSHIRE HILLS BANCORP INC | COM | 953 | $2,750 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRUPANION INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 4.65 | 03-31-2024 |
