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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 245 | 14.88 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 101 | 14.62 | 03-31-2024 |
| PHILLIPS 66 | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 364 | 19.22 | 03-31-2024 |
| SYNOPSYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 6.40 | 03-31-2024 |
