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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $4,198,407 | 8,718 | 0.00 | 0.00 | 462 | 5.60 | 03-31-2024 |
| INTUIT | COM | 52 | $4,146,333 | 6,379 | 0.00 | 0.00 | 607 | 10.52 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $4,075,905 | 20,349 | 0.00 | 0.00 | -475 | -2.28 | 03-31-2024 |
| EQUIFAX INC | COM | 54 | $3,961,040 | 14,807 | 0.00 | 0.00 | 262 | 1.80 | 03-31-2024 |
