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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | Liquidated | $0 | 0 | 0.00 | 589 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DNP SELECT INCOME FD INC | COM | 253 | $653,643 | 61,898 | 0.00 | 61,898 | +Inf | 03-31-2024 | |
| DISNEY WALT CO | COM | Liquidated | $0 | 0 | 0.00 | 7,239 | +Inf | 03-31-2024 |
