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
BRUNSWICK CORP COM Liquidated $0 0 0.00 100 +Inf 03-31-2024
LAM RESEARCH CORP COM 552 $7,773 8 0.00 8 +Inf 03-31-2024
VERIZON COMMUNICATIONS INC COM 553 $7,553 180 0.00 0.00 0 0.00 03-31-2024
CISCO SYS INC COM 554 $7,487 150 0.00 150 +Inf 03-31-2024
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