Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY LEGACY INC | 04-23-2024 | 03-31-2024 | 119 | 278,151,749 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $8,780,654 | 20,871 | 0.00 | 0.00 | -1,778 | -7.85 | 03-31-2024 |
| APPLE INC | COM | 2 | $7,168,719 | 41,805 | 0.00 | 0.00 | -2,383 | -5.39 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 3 | $6,666,839 | 33,284 | 0.00 | 0.00 | -674 | -1.98 | 03-31-2024 |
| ELI LILLY & CO | COM | 4 | $6,580,436 | 8,459 | 0.00 | 0.00 | -1,241 | -12.79 | 03-31-2024 |
