Legacy Financial Advisors, Inc. Sells in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DWM
Wisdomtree Tr

ETFs
-282K
- 74.83%
$52.24 - $58.1 $14.7M - $16.4M
94.8K $5.46M
DNL
Wiswisdomtree Tr

ETFs
-351K
- 72.94%
$36.65 - $40.81 $12.9M - $14.3M
130K $5.13M
MSFT
Microsoft Corp

Technology
-449
- 1.32%
$395.15 - $467.56 $177K - $210K
33.6K $14.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-14.6K
- 14.64%
$83.76 - $91.82 $1.22M - $1.34M
85.1K $7.77M
GOOG
Alphabet Inc.

Communication Services
-572
- 2.25%
$149.54 - $192.66 $85.5K - $110K
24.9K $4.16M
BA
Boeing CO

Industrials
-965
- 10.24%
$152.04 - $190.6 $147K - $184K
8.46K $1.29M
MRK
Merck & Co., Inc.

Healthcare
-1.78K
- 8.74%
$111.15 - $128.97 $198K - $230K
18.6K $2.11M
QCOM
Qualcomm Inc

Technology
-1.15K
- 16.87%
$156.12 - $209.64 $179K - $240K
5.64K $959K
AMAT
Applied Materials Inc

Technology
-958
- 19.29%
$174.88 - $254.97 $168K - $244K
4.01K $810K
CVX
Chevron Corp

Energy
-1.19K
- 8.93%
$137.88 - $161.97 $164K - $192K
12.1K $1.78M
DVN
Devon Energy Corp

Energy
-3.19K
- 15.99%
$37.87 - $48.65 $121K - $155K
16.8K $656K
GD
General Dynamics Corp

Industrials
-978
- 16.82%
$279.51 - $308.09 $273K - $301K
4.84K $1.46M
BHP
Bhp Group LTD

Basic Materials
-3.89K
- 45.78%
$51.32 - $62.11 $199K - $241K
4.6K $285K
ASML
Asml Holding Nv

Technology
-3
- 0.3%
$749.82 - $1098.95 $2.25K - $3.3K
1.01K $840K
WFC
Wells Fargo & Company

Financial Services
-2.53K
- 16.58%
$51.58 - $60.97 $130K - $154K
12.7K $717K
VTI
Vanguard Total Stock Market Et

ETFs
-1.49K
- 9.61%
$255.18 - $283.2 $379K - $421K
14K $3.96M
BP
Bp PLC

Energy
-2.75K
- 14.49%
$30.78 - $37.05 $84.5K - $102K
16.2K $508K
TM
Toyota Motor Corp

Consumer Cyclical
-211
- 4.7%
$167.18 - $207.59 $35.3K - $43.8K
4.28K $763K
T
At&T Inc.

Communication Services
-10.7K
- 31.81%
$18.21 - $22.28 $194K - $238K
22.9K $502K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.24K
- 39.77%
$69.31 - $77.34 $155K - $173K
3.39K $260K
SWKS
Skyworks Solutions, Inc.

Technology
-616
- 9.0%
$96.22 - $120.68 $59.3K - $74.3K
6.23K $615K
SHEL
Shell PLC

Energy
-271
- 1.94%
$65.65 - $73.28 $17.8K - $19.9K
13.7K $903K
AFG
American Financial Group Inc

Financial Services
-1.15K
- 22.15%
$119.65 - $137.03 $137K - $157K
4.03K $542K
SNPS
Synopsys Inc

Technology
-10
- 1.01%
$463.97 - $621.3 $4.64K - $6.21K
978 $495K
GOGO
Gogo Inc.

Communication Services
-105
- 0.3%
$6.62 - $9.84 $695 - $1.03K
35.1K $251K
HES
Hess Corp

Energy
-121
- 2.11%
$126.3 - $155.44 $15.3K - $18.8K
5.63K $763K
DIS
Walt Disney CO

Communication Services
-408
- 3.26%
$85.6 - $98.61 $34.9K - $40.2K
12.1K $1.16M
TROW
Price T Rowe Group Inc

Financial Services
-261
- 3.43%
$101.71 - $120.75 $26.5K - $31.5K
7.35K $800K
M
Macy'S, Inc.

Consumer Cyclical
-344
- 2.04%
$14.31 - $19.64 $4.92K - $6.76K
16.5K $259K
MCK
Mckesson Corp

Healthcare
-30
- 5.7%
$479.06 - $630.38 $14.4K - $18.9K
496 $245K
MS
Morgan Stanley

Financial Services
-1.02K
- 14.6%
$92.07 - $106.96 $94.1K - $109K
5.98K $623K
KSS
Kohls Corp

Consumer Cyclical
-480
- 2.31%
$18.62 - $22.79 $8.94K - $10.9K
20.3K $427K
MCHP
Microchip Technology Inc

Technology
-34
- 0.87%
$72.0 - $95.98 $2.45K - $3.26K
3.86K $310K
CTRA
Coterra Energy Inc.

Energy
-641
- 6.04%
$22.62 - $27.37 $14.5K - $17.5K
9.98K $238K
C
Citigroup Inc

Financial Services
-652
- 15.95%
$56.11 - $67.61 $36.6K - $44.1K
3.44K $215K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.92K
- 3.59%
$85.48 - $98.39 $164K - $189K
51.4K $4.96M
ETN
Eaton Corp PLC

Industrials
-217
- 8.78%
$272.52 - $333.02 $59.1K - $72.3K
2.26K $747K
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.32K
- 3.02%
$17.85 - $17.85 $23.6K - $23.6K
42.4K $757K
AMD
Advanced Micro Devices Inc

Technology
-154
- 2.61%
$128.67 - $183.96 $19.8K - $28.3K
5.75K $944K
AAL
American Airlines Group Inc.

Industrials
-16
- 0.04%
$11.04 - $11.04 $177 - $177
40.1K $442K
WM
Waste Management Inc

Industrials
-8
- 0.47%
$196.96 - $223.45 $1.58K - $1.79K
1.7K $353K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-309
- 7.35%
$91.37 - $101.65 $28.2K - $31.4K
3.89K $395K
MAR
Marriott International Inc

Consumer Cyclical
-77
- 4.76%
$211.35 - $255.11 $16.3K - $19.6K
1.54K $383K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-86
- 3.15%
$285.48 - $330.24 $24.6K - $28.4K
2.65K $852K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-900
- 6.87%
$57.32 - $62.65 $51.6K - $56.4K
12.2K $760K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-191
- 7.27%
$113.45 - $126.18 $21.7K - $24.1K
2.44K $307K
CROX
Crocs, Inc.

Consumer Cyclical
-18
- 0.84%
$121.05 - $147.9 $2.18K - $2.66K
2.13K $307K
ABC
Amerisourcebergen Corp

Healthcare
-21
- 0.81%
N/A
2.57K $476K
VIG
Vanguard Dividend Appreciation

ETFs
-13
- 0.79%
$182.15 - $182.15 $2.37K - $2.37K
1.64K $298K
Activity Summary
Buys All Purchases 229 New Holdings 35 Increased Positions 194 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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