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 |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | COM | 151 | $1,690,751 | 14,907 | 0.00 | 0.00 | -4,483 | -23.12 | 03-31-2024 |
| ISHARES TR | U.S. TECH ETF | 152 | $1,674,203 | 12,396 | 0.00 | 0.00 | -99 | -0.79 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 153 | $1,669,710 | 15,943 | 0.00 | 0.00 | -2,466 | -13.40 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 154 | $1,633,037 | 69,299 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
