Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 286 | 519,087,432 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH ETF | ETF | Liquidated | $0 | 0 | 0.00 | 871 | +Inf | 12-31-2023 | |
| WORKDAY INC COM | Stock | 302 | $236,583 | 857 | 0.00 | 857 | +Inf | 12-31-2023 | |
| ING GROEP NV ADR | ADR | 303 | $236,479 | 15,744 | 0.00 | 0.00 | 2,715 | 20.84 | 12-31-2023 |
| AMERICAN TOWER CORP | REIT | 304 | $235,499 | 1,091 | 0.00 | 1,091 | +Inf | 12-31-2023 |
