Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY BRIDGE LLC | 04-25-2024 | 03-31-2024 | 317 | 170,937,244 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 51 | $1,462,828 | 2,957 | 0.00 | 0.00 | -3 | -0.10 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 52 | $1,453,683 | 6,820 | 0.00 | 0.00 | -20 | -0.29 | 03-31-2024 |
| MONSTER BEVERAGE CORP NEW | COM | 53 | $1,443,113 | 24,344 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DANAHER CORPORATION | COM | 54 | $1,406,424 | 5,632 | 0.00 | 0.00 | -80 | -1.40 | 03-31-2024 |
