Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY ADVISORS LLC | 04-30-2024 | 03-31-2024 | 314 | 791,417,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 201 | $1,206,130 | 13,731 | 0.00 | 0.00 | -10,338 | -42.95 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 202 | $1,204,778 | 19,835 | 0.00 | 0.00 | 15,946 | 410.03 | 03-31-2024 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 203 | $1,203,943 | 76,538 | 0.00 | 0.00 | -17,800 | -18.87 | 03-31-2024 |
| COGNYTE SOFTWARE LTD | ORD SHS | 204 | $1,172,264 | 141,749 | 0.00 | 0.00 | 10,717 | 8.18 | 03-31-2024 |
