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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | Liquidated | $0 | 0 | 0.00 | 6,776 | +Inf | 12-31-2023 | |
| VISTRA CORP | COM | 502 | $273,906 | 3,921 | 0.00 | 3,921 | +Inf | 03-31-2024 | |
| CUBESMART | COM | Liquidated | $0 | 0 | 0.00 | 5,823 | +Inf | 03-31-2024 | |
| AMETEK INC | COM | 504 | $272,521 | 1,490 | 0.00 | 0.00 | 207 | 16.13 | 03-31-2024 |
