Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY CAPITAL WEALTH PARTNERS LLC | 05-10-2024 | 03-31-2024 | 112 | 140,627,283 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 51 | $3,991,548 | 13,836 | 0.00 | 0.00 | 13,088 | 1749.73 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | Liquidated | $0 | 0 | 0.00 | 40,248 | +Inf | 03-31-2024 | |
| CHEVRON CORP NEW | COM | 53 | $3,506,027 | 20,731 | 0.00 | 0.00 | 8,631 | 71.33 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | Liquidated | $0 | 0 | 0.00 | 68,420 | +Inf | 03-31-2024 |
