Legacy Financial Advisors, Inc. WISDOMTREE U.S. QUALITY GROWTH FUND Transaction History

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Number of Shares
355,696
Previous 357,410 0.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-1,714 Reduced 0.48%
355,696 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-19,922 Reduced 5.28%
357,410 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-8,878 Reduced 2.3%
377,332 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-74,120 Reduced 16.1%
386,210 $0
Q1 2024

May 14, 2024
SELL
N/A
-48,710 Reduced 9.57%
460,330 $0
Q4 2023

Feb 06, 2024
SELL
N/A
-39,235 Reduced 7.16%
509,040 $0
Q3 2023

Nov 13, 2023
SELL
N/A
-29,779 Reduced 5.15%
548,275 $0
Q2 2023

Aug 08, 2023
BUY
N/A
561,956 Added 3490.84%
578,054 $0
Q1 2023

May 03, 2023
BUY
N/A
16,098 New
16,098 $0
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