Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAMILY LEGACY INC 04-23-2024 03-31-2024 119 278,151,749
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SELECT SECTOR SPDR TR SBI MATERIALS 51 $2,232,063 24,029 0.00 0.00 -525 -2.14 03-31-2024
PROLOGIS INC. COM 52 $2,210,646 16,976 0.00 0.00 342 2.06 03-31-2024
BANK AMERICA CORP COM 53 $2,179,698 57,481 0.00 0.00 1,637 2.93 03-31-2024
NOVO-NORDISK A S ADR 54 $2,145,307 16,708 0.00 0.00 1,185 7.63 03-31-2024
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