Legacy Financial Group LLC Ishares S&P 100 ETF Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
A detailed history of Legacy Financial Group LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 21,991 shares of OEF stock, worth $5.85 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
21,991
Previous 13,615
61.52%
Holding current value
$5.85 Million
Previous $3.62 Million
61.56%
% of portfolio
0.99%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding OEF
# of Institutions
1,091Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio