Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGEND FINANCIAL ADVISORS INC | 07-26-2024 | 06-30-2024 | 292 | 140,937,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $12,923,928 | 26,975 | 0.01 | 0.01 | 542 | 2.05 | 06-30-2024 |
| ISHARES TR | ISHARES SEMICDTR | 2 | $12,733,984 | 51,632 | 0.01 | 0.01 | -3,226 | -5.88 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $12,405,661 | 51,242 | 0.01 | 0.01 | 748 | 1.48 | 06-30-2024 |
| ISHARES GOLD TR | ISHARES NEW | 4 | $12,371,329 | 281,615 | 0.01 | 0.01 | -9,250 | -3.18 | 06-30-2024 |
