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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 751 | $1,500 | 3 | 0.00 | 3 | +Inf | 06-30-2024 | |
| SOUTHWEST AIRLS CO | COM | 752 | $1,431 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
| JETBLUE AWYS CORP | COM | 753 | $1,431 | 235 | 0.00 | 235 | +Inf | 06-30-2024 | |
| FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | 754 | $1,317 | 55 | 0.00 | 55 | +Inf | 06-30-2024 |
