Legacy Financial Group LLC Vaneck ETF Tr Fallen Angel Hig Transaction History

Legacy Financial Group LLC

$520 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$27.06 - $27.91 $102,043 - $105,248	3,771 New	3,771 $102,000
Q3 2022 Oct 13, 2022	SELL	$26.2 - $28.66 $668,440 - $731,202	-25,513 Reduced 68.06%	11,971 $314,000
Q2 2022 Jul 08, 2022	SELL	$26.53 - $30.53 $173,585 - $199,757	-6,543 Reduced 14.86%	37,484 $1.01 Million
Q1 2022 Apr 12, 2022	BUY	$29.63 - $32.87 $809,669 - $898,205	27,326 Added 163.62%	44,027 $1.34 Million
Q4 2021 Jan 20, 2022	SELL	$32.36 - $33.41 $657,781 - $679,125	-20,327 Reduced 54.9%	16,701 $542,000
Q3 2021 Oct 22, 2021	BUY	$32.72 - $33.43 $205,547 - $210,007	6,282 Added 20.43%	37,028 $1.22 Million
Q2 2021 Jul 20, 2021	BUY	$31.92 - $32.9 $211,533 - $218,028	6,627 Added 27.48%	30,746 $1.01 Million
Q1 2021 Apr 26, 2021	BUY	$31.31 - $32.62 $174,428 - $181,726	5,571 Added 30.04%	24,119 $770,000
Q4 2020 Jan 28, 2021	BUY	$29.66 - $32.18 $550,133 - $596,874	18,548 New	18,548 $595,000

Others Institutions Holding ANGL

# of Institutions

362

Shares Held

76.1M

Call Options Held

200

Put Options Held

200

Bank Of America Corp Charlotte, NC

8.49M
Shares

$246 Million
0.02% of portfolio
State Of Tennessee, Treasury Department Nashville, TN

4.93M
Shares

$143 Million
0.52% of portfolio
Lpl Financial LLC Fort Mill, SC

3.77M
Shares

$109 Million
0.05% of portfolio
Capital Investment Advisors, LLC

2.81M
Shares

$81.4 Million
1.73% of portfolio
Cerity Partners LLC New York, NY

2.8M
Shares

$81.2 Million
0.18% of portfolio

About VANECK ETF TR FALLEN ANGEL HIG

Ticker ANGL
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