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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 251 | $41,762 | 264 | 0.00 | 0.00 | 76 | 40.43 | 03-31-2024 |
| AT&T INC | COM | 252 | $40,594 | 2,307 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHUBB LIMITED | COM | 253 | $39,906 | 154 | 0.00 | 0.00 | 76 | 97.44 | 03-31-2024 |
| RESTAURANT BRANDS INTL INC | COM | 254 | $39,725 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
