Legacy Financial Group, Inc. DIMENSIONAL ETF TRUST Transaction History

Legacy Financial Group, Inc.

  • $311 Billion
  • Q4 2024
Number of Shares
6,688
Previous 7,917 15.52%
Holding current value
$338 Million
Previous $401 Million 15.71%
% of portfolio
0.11%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
N/A
-1,229 Reduced 15.52%
6,688 $338 Million
Q3 2024

Nov 13, 2024
BUY
N/A
1,212 Added 18.08%
7,917 $401 Million
Q2 2024

Aug 12, 2024
BUY
N/A
2,581 Added 62.58%
6,705 $340 Million
Q1 2024

May 13, 2024
SELL
N/A
-459 Reduced 10.02%
4,124 $209 Million
Q4 2023

Feb 13, 2024
BUY
N/A
4,583 New
4,583 $231 Million
Track This Portfolio

Track Legacy Financial Group, Inc. Portfolio

Follow Legacy Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email