Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MY LEGACY ADVISORS LLC | 01-12-2024 | 12-31-2023 | 204 | 276,881,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $886,568 | 2,925 | 0.00 | 0.00 | 510 | 21.12 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 102 | $880,679 | 20,567 | 0.00 | 0.00 | 1,850 | 9.88 | 12-31-2023 |
| ZOETIS INC | CL A | 103 | $879,687 | 4,472 | 0.00 | 0.00 | -122 | -2.66 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 104 | $855,137 | 9,029 | 0.00 | 0.00 | -100 | -1.10 | 12-31-2023 |
