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
AMCOR PLC ORD 201 $614,469 64,613 0.00 0.00 -4,400 -6.38 03-31-2024
ISHARES TR S&P MC 400GR ETF 202 $596,410 6,536 0.00 0.00 -824 -11.20 03-31-2024
COPART INC COM 203 $594,490 10,264 0.00 0.00 -168 -1.61 03-31-2024
DTE ENERGY CO COM 204 $592,996 5,288 0.00 0.00 0 0.00 03-31-2024
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