Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY PRIVATE TRUST CO | 04-10-2024 | 03-31-2024 | 313 | 1,367,828,945 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 101 | $3,196,793 | 7,602 | 0.00 | 0.00 | 575 | 8.18 | 03-31-2024 |
| ADOBE INC | COM | 102 | $3,156,273 | 6,255 | 0.00 | 0.00 | 50 | 0.81 | 03-31-2024 |
| AUTOZONE INC | COM | 103 | $3,151,649 | 1,000 | 0.00 | 0.00 | 340 | 51.52 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 104 | $3,094,925 | 87,949 | 0.00 | 0.00 | 20,497 | 30.39 | 03-31-2024 |
