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 |
|---|---|---|---|---|---|---|---|---|---|
| PEMBINA PIPELINE CORP | COM | 601 | $5,301 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MANULIFE FINL CORP | COM | 602 | $4,998 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BUNGE LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 45 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 604 | $4,816 | 96 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
