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
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10
New
$27.82 - $46.45 $278 - $465
10 $0
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1
+ 5.0%
$19.73 - $22.32 $19.7 - $22.3
21 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.89K
+ 33.41%
N/A
27.5K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9
+ 14.29%
$50.36 - $50.68 $453 - $456
72 $3K
J P Morgan Exchange Traded F
6K
+ 36.83%
N/A
22.3K $0
FTGS
First Tr Exchange Traded Fd Gr
9.32K
+ 28.86%
N/A
41.6K $0
First Tr Exchange Traded Fd
1.71K
New
N/A
1.71K $0
FTNT
Fortinet, Inc.

Technology
2
+ 14.29%
$84.71 - $108.69 $169 - $217
16 $1K
J P Morgan Exchange Traded F
2.81K
+ 7.27%
N/A
41.5K $0
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1
New
$29.44 - $33.91 $29.4 - $33.9
1 $0
Grayscale Bitcoin Mini Tr Et
20
+ 400.0%
N/A
25 $0
Invesco Qqq Tr
341
New
N/A
341 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7
New
$102.02 - $103.5 $714 - $725
7 $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
4.05K
+ 33.09%
N/A
16.3K $0
NEOVW
Neovolta Inc Wt Exp 04/01/27
3.54K
+ 24.27%
N/A
18.1K $0
Simplify Exchange Traded Fun
640
+ 3.46%
N/A
19.1K $0
HIGH
Simplify Exchange Traded Fds E
41.3K
+ 29.37%
N/A
182K $0
Simplify Exchange Traded Fun
6.13K
New
N/A
6.13K $0
Datchat Inc
40
New
N/A
40 $0
Dbx ETF Tr
601
New
N/A
601 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6
+ 19.35%
$24.32 - $27.87 $146 - $167
37 $0
Reddit Inc
1
+ 4.35%
N/A
24 $0
QUBT
Quantum Computing Inc.

Technology
1
+ 14.29%
$5.87 - $21.22 $5.87 - $21.2
8 $0
FANG
Diamondback Energy, Inc.

Energy
7
+ 13.21%
$119.25 - $161.49 $835 - $1.13K
60 $8K
FCEF
First Tr Exchange Traded Fd Vi
16
New
N/A
16 $0
NOG
Northern Oil & Gas, Inc.

Energy
37
+ 5.22%
$20.6 - $32.16 $762 - $1.19K
746 $21K
FTXL
First Tr ETF Vi Nasdaq Semicon
945
+ 25.89%
N/A
4.6K $0
DSMC
ETF Ser Solutions Distillate S
1.26K
+ 15.86%
N/A
9.23K $0
DTE
Dte Energy CO

Utilities
10
+ 3.92%
$127.39 - $139.49 $1.27K - $1.39K
265 $35K
PR
Permian Resources Corporation

Energy
94
+ 1.01%
$10.36 - $14.93 $974 - $1.4K
9.39K $127K
APA
Apa Corp

Energy
531
+ 13.57%
$14.03 - $21.24 $7.45K - $11.3K
4.44K $81K
XOM
Exxon Mobil Corp

Energy
130
+ 5.69%
$99.93 - $119.04 $13K - $15.5K
2.41K $260K
CRGY
Crescent Energy CO

Energy
2.43K
+ 17.9%
$7.29 - $11.18 $17.7K - $27.2K
16K $137K
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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