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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 301 | $27,908 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X FDS | FINTECH ETF | 302 | $27,860 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 303 | $26,691 | 51 | 0.00 | 0.00 | -44 | -46.32 | 03-31-2024 |
| GENERAC HLDGS INC | COM | 304 | $25,228 | 200 | 0.00 | 0.00 | 75 | 60.00 | 03-31-2024 |
