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 |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 101 | $2,721,229 | 29,776 | 0.00 | 0.00 | 1,126 | 3.93 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 102 | $2,690,258 | 92,195 | 0.00 | 0.00 | -8,070 | -8.05 | 03-31-2024 |
| GRAINGER W W INC | COM | 103 | $2,683,637 | 2,638 | 0.00 | 0.00 | -1,522 | -36.59 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 104 | $2,661,593 | 10,600 | 0.00 | 0.00 | -250 | -2.30 | 03-31-2024 |
