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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | Liquidated | $0 | 0 | 0.00 | 11,200 | +Inf | 03-31-2024 | |
| BROWN FORMAN CORP | CL B | 302 | $488,155 | 7,631 | 0.00 | 7,631 | +Inf | 03-31-2024 | |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | Liquidated | $0 | 0 | 0.00 | 0.00 | -162 | -1.84 | 03-31-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 7,231 | +Inf | 03-31-2024 |
