Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGEND FINANCIAL ADVISORS INC | 04-17-2024 | 03-31-2024 | 185 | 138,000,957 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 151 | $179,647 | 427 | 0.00 | 0.00 | 125 | 41.39 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 152 | $152,347 | 452 | 0.00 | 0.00 | -30 | -6.22 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 153 | $149,808 | 884 | 0.00 | 0.00 | -132 | -12.99 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | Liquidated | $0 | 0 | 0.00 | 657 | +Inf | 03-31-2024 |
