Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY WEALTH ASSET MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 344 | 359,235,738 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN | SHS | 1 | $21,881,984 | 352,594 | 0.01 | 352,594 | +Inf | 03-31-2024 | |
| ISHARES TR | TRS FLT RT BD | 2 | $10,718,911 | 211,460 | 0.00 | 0.00 | -100 | -0.05 | 03-31-2024 |
| GLOBAL X FDS | GLBL X MLP ETF | 3 | $7,756,356 | 160,854 | 0.00 | 0.00 | 41,965 | 35.30 | 03-31-2024 |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 4 | $6,614,215 | 104,705 | 0.00 | 104,705 | +Inf | 03-31-2024 |
