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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | Liquidated | $0 | 0 | 0.00 | 1,505 | +Inf | 03-31-2024 | |
| PHILLIPS 66 | COM | 202 | $73,666 | 451 | 0.00 | 0.00 | -150 | -24.96 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | Liquidated | $0 | 0 | 0.00 | 3,254 | +Inf | 03-31-2024 | |
| EXPEDITORS INTL WASH INC | COM | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 03-31-2024 |
