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 |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC | COM | 101 | $2,008,256 | 16,277 | 0.00 | 0.00 | 11,695 | 255.24 | 03-31-2024 |
| HEALTHPEAK PROPERTIES INC | COM | 102 | $1,997,356 | 94,527 | 0.00 | 94,527 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,519 | -5.60 | 03-31-2024 |
| SYMBOTIC INC | CLASS A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
