Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY ADVISORS LLC | 04-30-2024 | 03-31-2024 | 314 | 791,417,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTEC INC | COM | 1 | $108,864,526 | 1,167,448 | 0.01 | 0.01 | -203,956 | -14.87 | 03-31-2024 |
| VERTEX INC | CL A | 2 | $68,735,659 | 2,164,221 | 0.01 | 0.01 | -1,080,650 | -33.30 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 3 | $25,234,308 | 87,610 | 0.00 | 0.00 | -87 | -0.10 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $22,070,145 | 41,980 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
