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 |
|---|---|---|---|---|---|---|---|---|---|
| CHURCHILL DOWNS INC | COM | 151 | $1,223,607 | 4,748 | 0.00 | 4,748 | +Inf | 03-31-2024 | |
| WORLD GOLD TR | SPDR GLD MINIS | Liquidated | $0 | 0 | 0.00 | 29,895 | +Inf | 03-31-2024 | |
| JPMORGAN CHASE & CO | COM | 153 | $1,193,185 | 8,490 | 0.00 | 0.00 | 2,271 | 36.52 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | Liquidated | $0 | 0 | 0.00 | 2,767 | +Inf | 03-31-2024 |
