Legacy Financial Group LLC Wisdomtree U.S. Smallcap Fund Transaction History

Legacy Financial Group LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	BUY	$42.52 - $48.12 $109,616 - $124,053	2,578 New	2,578 $111,000
Q4 2021 Jan 20, 2022	SELL	$49.06 - $53.68 $583,274 - $638,201	-11,889 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$46.0 - $49.88 $157,320 - $170,589	-3,420 Reduced 22.34%	11,889 $575,000
Q2 2021 Jul 20, 2021	SELL	$46.72 - $51.33 $371,891 - $408,586	-7,960 Reduced 34.21%	15,309 $756,000
Q1 2021 Apr 26, 2021	SELL	$38.56 - $49.72 $1.14 Million - $1.47 Million	-29,522 Reduced 55.92%	23,269 $1.1 Million
Q4 2020 Jan 28, 2021	BUY	$30.25 - $39.21 $1.6 Million - $2.07 Million	52,791 New	52,791 $2.06 Million

153

7.2M

9.7K

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

Stay updated on Legacy Financial Group LLC with notifications on news.