Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MY LEGACY ADVISORS LLC | 01-12-2024 | 12-31-2023 | 204 | 276,881,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $18,351,024 | 327,463 | 0.01 | 0.01 | 19,252 | 6.25 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $9,218,088 | 19,263 | 0.00 | 0.00 | 3,158 | 19.61 | 12-31-2023 |
| APPLE INC | COM | 3 | $8,507,329 | 45,839 | 0.00 | 0.00 | -877 | -1.88 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $8,454,350 | 21,980 | 0.00 | 0.00 | -539 | -2.39 | 12-31-2023 |
