Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY ADVISORS LLC | 02-12-2024 | 12-31-2023 | 306 | 776,356,522 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTEC INC | COM | 1 | $103,842,711 | 1,371,404 | 0.01 | 0.03 | -85,442 | -5.86 | 12-31-2023 |
| VERTEX INC | CL A | 2 | $87,416,825 | 3,244,871 | 0.01 | 0.00 | 3,044,234 | 1517.28 | 12-31-2023 |
| APPLE INC | COM | 3 | $24,989,721 | 129,797 | 0.00 | 0.00 | 20,386 | 18.63 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 4 | $22,999,415 | 87,697 | 0.00 | 0.00 | 49,073 | 127.05 | 12-31-2023 |
