Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGEND FINANCIAL ADVISORS INC | 04-17-2024 | 03-31-2024 | 185 | 138,000,957 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 51 | $1,464,611 | 8,541 | 0.00 | 0.00 | -86 | -1.00 | 03-31-2024 |
| VERITIV CORP | COM | Liquidated | $0 | 0 | 0.00 | 8,350 | +Inf | 03-31-2024 | |
| FISERV INC | COM | 53 | $1,202,805 | 7,526 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMAZON COM INC | COM | 54 | $1,143,970 | 6,342 | 0.00 | 0.00 | 481 | 8.21 | 03-31-2024 |
