Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY CAPITAL WEALTH PARTNERS LLC | 02-05-2024 | 12-31-2023 | 283 | 352,923,307 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 1 | $24,290,321 | 154,078 | 0.01 | 154,078 | +Inf | 12-31-2023 | |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $16,398,557 | 34,501 | 0.00 | 0.00 | 611 | 1.80 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $13,777,097 | 127,272 | 0.00 | 0.00 | -3,268 | -2.50 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 4 | $11,898,366 | 230,279 | 0.00 | 0.00 | -20,417 | -8.14 | 12-31-2023 |
