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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | COMMUNICATION | 401 | $16,087 | 197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | SP SMCP600VL ETF | Liquidated | $0 | 0 | 0.00 | 180 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 403 | $15,562 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WALMART INC | COM | 404 | $15,524 | 258 | 0.00 | 0.00 | 172 | 200.00 | 03-31-2024 |
