Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY ADVISORS LLC | 04-30-2024 | 03-31-2024 | 314 | 791,417,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 451 | $339,519 | 1,859 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LINDE PLC | SHS | 452 | $338,489 | 729 | 0.00 | 0.00 | -186 | -20.33 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 453 | $338,183 | 2,657 | 0.00 | 0.00 | 94 | 3.67 | 03-31-2024 |
| HERSHEY CO | COM | 454 | $333,373 | 1,714 | 0.00 | 1,714 | +Inf | 03-31-2024 |
