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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 451 | $12,862 | 133 | 0.00 | 0.00 | -133 | -50.00 | 03-31-2024 |
| BOEING CO | COM | 452 | $12,544 | 65 | 0.00 | 65 | +Inf | 03-31-2024 | |
| EMERSON ELEC CO | COM | 453 | $12,249 | 108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NXP SEMICONDUCTORS N V | COM | 454 | $12,141 | 49 | 0.00 | 49 | +Inf | 03-31-2024 |
