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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | Liquidated | $0 | 0 | 0.00 | 3,837 | +Inf | 03-31-2024 | |
| INVESCO QQQ TR | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | -924 | -28.78 | 03-31-2024 |
| NIKE INC | CL B | Liquidated | $0 | 0 | 0.00 | 8,627 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 204 | $915,929 | 23,112 | 0.00 | 0.00 | -23,138 | -50.03 | 03-31-2024 |
