Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY TRUST | 04-23-2024 | 03-31-2024 | 173 | 400,989,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Adobe Inc | COM | 51 | $2,647,132 | 5,246 | 0.00 | 0.00 | -69 | -1.30 | 03-31-2024 |
| NVIDIA Corp | COM | 52 | $2,565,207 | 2,839 | 0.00 | 0.00 | -512 | -15.28 | 03-31-2024 |
| ROPER INDUSTRIES INC | COM | 53 | $2,448,067 | 4,365 | 0.00 | 0.00 | -5 | -0.11 | 03-31-2024 |
| ORACLE CORP | COM | 54 | $2,424,022 | 19,298 | 0.00 | 0.00 | 73 | 0.38 | 03-31-2024 |
