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 |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 351 | $20,125 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARATHON PETE CORP | COM | 352 | $19,747 | 98 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AFLAC INC | COM | 353 | $19,490 | 227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 354 | $18,481 | 74 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
