Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIAMSON LEGACY GROUP LLC | 05-14-2024 | 03-31-2024 | 79 | 129,113,111 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | Stock | 1 | $33,358,281 | 42,879 | 0.03 | 0.02 | -104 | -0.24 | 03-31-2024 |
| MICROSOFT CORP | Stock | 2 | $3,286,098 | 7,811 | 0.00 | 0.00 | 66 | 0.85 | 03-31-2024 |
| ALPHABET INC VOTING CAP STK CL A | Stock | 3 | $3,156,248 | 20,912 | 0.00 | 0.00 | 248 | 1.20 | 03-31-2024 |
| NVIDIA CORP | Stock | 4 | $3,069,398 | 3,397 | 0.00 | 0.00 | 6 | 0.18 | 03-31-2024 |
