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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | HEALTH CAR ETF | 501 | $10,280 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AIR PRODS & CHEMS INC | COM | 502 | $10,175 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC | COM | 503 | $10,025 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | LITHIUM BTRY ETF | 504 | $9,768 | 216 | 0.00 | 0.00 | -4,025 | -94.91 | 03-31-2024 |
