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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | Liquidated | $0 | 0 | 0.00 | 11,254 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE MSCI EURO | Liquidated | $0 | 0 | 0.00 | 0.00 | -45,605 | -84.97 | 12-31-2023 |
| PGIM ETF TR | PGIM ULTRA SH BD | Liquidated | $0 | 0 | 0.00 | 8,110 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | ENERGY | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,275 | -32.38 | 03-31-2024 |
