Legacy Wealth Managment, Llc/Id Purchases in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OXLC
Oxford Lane Capital Corp.

Financial Services
556
New
$4.01 - $4.96 $2.23K - $2.76K
556 $2K
XLRE
Select Sector Spdr Tr Real Est

ETFs
57
+ 167.65%
$37.08 - $42.26 $2.11K - $2.41K
91 $3K
SM
Sm Energy CO

Energy
661
+ 25.05%
$20.39 - $30.52 $13.5K - $20.2K
3.3K $81K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
105
New
$24.98 - $25.66 $2.62K - $2.69K
105 $2K
ENB
Enbridge Inc

Energy
33
+ 275.0%
$41.09 - $47.16 $1.36K - $1.56K
45 $2K
DNP
Dnp Select Income Fund Inc

Financial Services
233
New
$8.89 - $9.88 $2.07K - $2.3K
233 $2K
NEE
Nextera Energy Inc

Utilities
18
+ 10.71%
$64.11 - $75.0 $1.15K - $1.35K
186 $12K
SHOP
Shopify Inc.

Technology
16
New
$76.89 - $115.35 $1.23K - $1.85K
16 $1K
RGTI
Rigetti Computing, Inc.

Technology
8
+ 6.35%
$7.5 - $14.29 $60 - $114
134 $1K
ZM
Zoom Video Communications, Inc.

Technology
20
New
$66.7 - $84.62 $1.33K - $1.69K
20 $1K
OVV
Ovintiv Inc.

Energy
33
+ 117.86%
$31.18 - $44.14 $1.03K - $1.46K
61 $2K
MTDR
Matador Resources CO

Energy
22
+ 110.0%
$36.67 - $52.23 $807 - $1.15K
42 $2K
DASH
Door Dash, Inc.

Communication Services
8
New
$163.16 - $246.51 $1.31K - $1.97K
8 $1K
USFR
Wisdomtree Floating Rate Treas

ETFs
14
+ 0.48%
$50.28 - $50.47 $704 - $707
2.91K $146K
EMB
Ishares Tr

ETFs
14
+ 280.0%
$86.54 - $92.62 $1.21K - $1.3K
19 $1K
FCPT
Four Corners Property Trust, Inc.

Real Estate
45
New
$26.06 - $28.7 $1.17K - $1.29K
45 $1K
AUR
Aurora Innovation, Inc.

Technology
375
New
$5.17 - $8.14 $1.94K - $3.05K
375 $1K
AR
Antero Resources Corp

Energy
29
+ 12.83%
$31.92 - $43.78 $926 - $1.27K
255 $10K
Cantor Equity Partners Inc
2.15K
New
N/A
2.15K $0
Celestica Inc
214
+ 76.43%
N/A
494 $0
TER
Teradyne, Inc

Technology
10
New
$67.96 - $91.05 $680 - $911
10 $0
Easterly Govt Pptys Inc
20.9K
New
N/A
20.9K $0
Tidal Tr Ii
12K
New
N/A
12K $0
CGGR
Capital Group Growth ETF Shs C

ETFs
14
New
$30.53 - $40.65 $427 - $569
14 $0
Capital Group Equity ETF Tr
14
New
N/A
14 $0
Calamos ETF Tr
2.02K
New
N/A
2.02K $0
TDUP
Thred Up Inc.

Consumer Cyclical
60
New
$2.46 - $8.46 $148 - $508
60 $0
Circle Internet Group Inc
1
New
N/A
1 $0
Calamos ETF Tr
5.55K
New
N/A
5.55K $0
World Gold Tr
16
New
N/A
16 $0
Amplify ETF Tr
23
New
N/A
23 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
12
New
$7.69 - $11.46 $92.3 - $138
12 $0
Volatility Shs Tr
101K
New
N/A
101K $0
Volatility Shs Tr
1
+ 8.33%
N/A
13 $0
Amplify ETF Tr
953
New
N/A
953 $0
Annaly Capital Management In
500
New
N/A
500 $0
Calamos ETF Tr
8
New
N/A
8 $0
ARW
Arrow Electronics Inc

Technology
3
New
$90.32 - $128.28 $271 - $385
3 $0
Bank Montreal Que
10
New
N/A
10 $0
Biosig Technologies Inc
622K
+ 10.01%
N/A
6.84M $0
Blackrock Tcp Capital Corp
700
New
N/A
700 $0
Bread Financial Holdings Inc
151
New
N/A
151 $0
Calamos ETF Tr
55.3K
New
N/A
55.3K $0
AEM
Agnico Eagle Mines LTD

Basic Materials
4
New
$99.48 - $124.46 $398 - $498
4 $0
COMP
Compass, Inc.

Technology
100
New
$5.8 - $8.98 $580 - $898
100 $0
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
23
+ 109.52%
N/A
44 $0
MGY
Magnolia Oil & Gas Corp

Energy
7
+ 31.82%
$19.6 - $25.72 $137 - $180
29 $0
Mackenzie Rlty Cap Inc
8.27K
+ 7.06%
N/A
125K $0
KD
Kyndryl Holdings, Inc.

Technology
10
New
$27.77 - $41.96 $278 - $420
10 $0
Activity Summary
Buys All Purchases 184 New Holdings 67 Increased Positions 117 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 5 Puts 1
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