Legacy Cg, LLC Purchases in Q4 2024

Legacy Cg, LLC

  • $247 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
586K
New
$24.67 - $26.94 $14.5M - $15.8M
586K $14.5M
ZTS
Zoetis Inc.

Healthcare
27K
New
$162.24 - $194.42 $4.38M - $5.25M
27K $4.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
706
New
$4100.99 - $5300.34 $2.9M - $3.74M
706 $3.51M
TFC
Truist Financial Corp

Financial Services
73.1K
New
$41.51 - $48.1 $3.03M - $3.51M
73.1K $3.17M
USMC
Principal ETF U S Mega Cap

ETFs
29.6K
+ 10.88%
$56.37 - $61.98 $1.67M - $1.83M
301K $18.1M
BSCV
Invesco ETF Self Indexed Fd Tr
160K
New
$16.02 - $16.72 $2.56M - $2.68M
160K $2.57M
VST
Vistra Corp.

Utilities
15.4K
New
$115.74 - $166.61 $1.79M - $2.57M
15.4K $2.13M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
19.1K
New
$90.31 - $106.37 $1.73M - $2.03M
19.1K $1.91M
PSC
Principal ETF U.S. Small Cap M

ETFs
36.8K
+ 17.54%
$50.76 - $56.6 $1.87M - $2.08M
247K $12.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
33.9K
+ 35.71%
$50.67 - $50.9 $1.72M - $1.73M
129K $6.54M
NVDA
Nvidia Corp

Technology
6.04K
+ 15.56%
$117.0 - $148.88 $706K - $898K
44.8K $6.02M
ISRG
Intuitive Surgical Inc

Healthcare
1.86K
+ 28.12%
$471.27 - $550.62 $877K - $1.02M
8.48K $4.43M
GOOG
Alphabet Inc.

Communication Services
676
+ 1.61%
$163.08 - $198.16 $110K - $134K
42.7K $8.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.1K
+ 27.22%
$50.37 - $50.6 $1.11M - $1.12M
103K $5.2M
V
Visa Inc.

Financial Services
39
+ 0.17%
$273.87 - $320.91 $10.7K - $12.5K
22.7K $7.18M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9.26K
+ 130.16%
$99.0 - $99.5 $917K - $922K
16.4K $1.62M
SPIB
Spdr Portfolio Intermediate Te

ETFs
30.5K
+ 27.16%
$32.65 - $33.68 $996K - $1.03M
143K $4.68M
DFIV
Dimensional ETF Tr

ETFs
26.6K
+ 120.7%
$34.86 - $37.97 $928K - $1.01M
48.7K $1.73M
WMT
Walmart Inc.

Consumer Defensive
854
+ 1.04%
$79.1 - $95.7 $67.6K - $81.7K
83K $7.49M
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 0.36%
$205.18 - $250.29 $17.2K - $21K
23.5K $5.64M
MSFT
Microsoft Corp

Technology
1.76K
+ 11.44%
$406.35 - $454.46 $716K - $801K
17.2K $7.24M
HMOP
Hartford Fds Exchange Traded T

ETFs
16.6K
+ 5.6%
$38.56 - $39.45 $638K - $653K
312K $12.1M
Innovator Etfs Trust
669K
New
N/A
669K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
2.8K
+ 10.49%
N/A
29.5K $0
Bondbloxx ETF Trust
57K
New
N/A
57K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
35.9K
+ 25.47%
N/A
177K $0
J P Morgan Exchange Traded F
267K
+ 4462.71%
N/A
273K $0
Doubleline ETF Trust
16K
+ 6.01%
N/A
282K $0
AMID
Ea Ser Tr Argent Mid Cap ETF
152K
+ 81.14%
N/A
340K $0
First Tr Exchng Traded Fd Vi
189K
New
N/A
189K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
225
+ 1.36%
$442.29 - $483.08 $99.5K - $109K
16.8K $7.61M
ORCL
Oracle Corp

Technology
773
+ 1.95%
$165.41 - $192.43 $128K - $149K
40.5K $6.75M
WELL
Welltower Inc.

Real Estate
216
+ 0.7%
$123.11 - $139.3 $26.6K - $30.1K
31.1K $3.91M
FANG
Diamondback Energy, Inc.

Energy
738
+ 2.58%
$153.06 - $199.5 $113K - $147K
29.3K $4.8M
Activity Summary
Buys All Purchases 35 New Holdings 11 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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