Legacy Trust Portfolio Holdings
Legacy Trust
- $401 Billion
- Q1 2024
Legacy Trust has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $401 Billion distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.1B, Apple Inc. with a value of $16.2B, Spdr S&P 500 ETF Trust with a value of $15B, United Rentals, Inc. with a value of $14.3B, and Visa Inc. with a value of $10.5B.
Examining the 13F form we can see an increase of $16.9B in the current position value, from $384B to 401B.
Legacy Trust is based out at Grand Rapids, MI
Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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