Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIAMSON LEGACY GROUP LLC | 02-13-2024 | 12-31-2023 | 81 | 107,844,609 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | Stock | 1 | $25,055,558 | 42,983 | 0.02 | 42,983 | +Inf | 12-31-2023 | |
| AECOM | Stock | 2 | $2,912,405 | 7,745 | 0.00 | 7,745 | +Inf | 12-31-2023 | |
| AFLAC INC | Stock | 3 | $2,886,554 | 20,664 | 0.00 | 20,664 | +Inf | 12-31-2023 | |
| AT & T INC | Stock | 4 | $2,465,650 | 3,490 | 0.00 | 3,490 | +Inf | 12-31-2023 |
