Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY BRIDGE LLC | 04-25-2024 | 03-31-2024 | 317 | 170,937,244 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MD CP GR ETF | 101 | $777,180 | 6,809 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 102 | $762,127 | 11,925 | 0.00 | 0.00 | -665 | -5.28 | 03-31-2024 |
| BLOCK H & R INC | COM | 103 | $750,254 | 15,277 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNION PAC CORP | COM | 104 | $746,398 | 3,035 | 0.00 | 0.00 | -480 | -13.66 | 03-31-2024 |
