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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 2000 GRW ETF | 651 | $2,979 | 11 | 0.00 | 0.00 | -52 | -82.54 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | 652 | $2,967 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 653 | $2,921 | 99 | 0.00 | 99 | +Inf | 03-31-2024 | |
| DIAMEDICA THERAPEUTICS INC | COM NEW | 654 | $2,770 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
