Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MY LEGACY ADVISORS LLC | 01-12-2024 | 12-31-2023 | 204 | 276,881,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HP INC | COM | 201 | $393,000 | 13,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 202 | $392,176 | 7,902 | 0.00 | 0.00 | 2,202 | 38.63 | 12-31-2023 |
| SHERWIN WILLIAMS CO | COM | 203 | $390,810 | 1,314 | 0.00 | 0.00 | 300 | 29.59 | 12-31-2023 |
| DTE ENERGY CO | COM | 204 | $382,391 | 3,540 | 0.00 | 0.00 | 510 | 16.83 | 12-31-2023 |
