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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 251 | $906,300 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIONEER NAT RES CO | COM | 252 | $900,375 | 3,430 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 253 | $888,322 | 4,328 | 0.00 | 0.00 | 308 | 7.66 | 03-31-2024 |
| MOODYS CORP | COM | 254 | $881,915 | 2,244 | 0.00 | 0.00 | -771 | -25.57 | 03-31-2024 |
