Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LEGACY TRUST | 04-23-2024 | 03-31-2024 | 173 | 400,989,321 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
5TH THIRD BANCORP | COM | 101 | $581,146 | 15,618 | 0.00 | 0.00 | 108 | 0.70 | 03-31-2024 |
VANGUARD ETF/USA | DIV APP ETF | 102 | $535,778 | 2,934 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
Old National Bancorp/IN | COM | 103 | $525,590 | 30,189 | 0.00 | 30,189 | +Inf | 03-31-2024 | |
Linde PLC | SHS | 104 | $521,896 | 1,124 | 0.00 | 0.00 | 31 | 2.84 | 03-31-2024 |