Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY TRUST | 04-23-2024 | 03-31-2024 | 173 | 400,989,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $18,078,759 | 42,971 | 0.00 | 0.00 | -2,563 | -5.63 | 03-31-2024 |
| Apple Inc | COM | 2 | $16,158,389 | 94,229 | 0.00 | 0.01 | -22,819 | -19.50 | 03-31-2024 |
| State Street ETF/USA | TR UNIT | 3 | $15,049,770 | 28,772 | 0.00 | 0.00 | 160 | 0.56 | 03-31-2024 |
| United Rentals Inc | COM | 4 | $14,303,938 | 19,836 | 0.00 | 0.00 | -281 | -1.40 | 03-31-2024 |
