Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY CAPITAL WEALTH PARTNERS LLC | 05-10-2024 | 03-31-2024 | 112 | 140,627,283 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,268 | -2.50 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | Liquidated | $0 | 0 | 0.00 | 0.00 | -20,417 | -8.14 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,827 | -8.60 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,543 | -8.07 | 03-31-2024 |
