Legacy Financial Group LLC Sells in Q4 2024

Legacy Financial Group LLC

  • $537 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-23.8K
- 4.84%
$129.96 - $144.97 $3.1M - $3.46M
469K $65.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.85K
- 2.65%
$521.84 - $558.82 $966K - $1.03M
67.9K $36.6M
VB
Vanguard Small Cap ETF

ETFs
-5.87K
- 4.1%
$233.76 - $261.58 $1.37M - $1.54M
137K $33M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-44.7K
- 7.47%
$45.07 - $47.1 $2.01M - $2.1M
553K $25M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.09K
- 4.87%
$94.43 - $105.47 $764K - $853K
158K $16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.68K
- 1.03%
$49.03 - $53.35 $131K - $143K
258K $13.2M
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.34K
- 2.73%
$55.97 - $62.75 $187K - $210K
119K $6.82M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.62K
- 1.75%
$76.61 - $79.88 $124K - $129K
90.8K $6.96M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-258K
- 95.26%
$22.21 - $24.22 $5.72M - $6.24M
12.8K $284K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-79.5K
- 28.71%
$23.02 - $23.23 $1.83M - $1.85M
197K $4.56M
VO
Vanguard Mid Cap ETF

ETFs
-1.04K
- 6.34%
$261.5 - $284.63 $273K - $297K
15.4K $4.07M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-742
- 2.34%
$124.26 - $134.12 $92.2K - $99.5K
31K $3.99M
IFRA
Ishares Tr

ETFs
-1.25K
- 3.71%
$45.94 - $51.71 $57.6K - $64.8K
32.5K $1.51M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.15K
- 4.62%
$57.32 - $59.66 $65.8K - $68.5K
23.7K $1.36M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-14.3K
- 35.61%
$30.48 - $34.2 $434K - $487K
25.8K $785K
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.51K
- 41.72%
$106.33 - $110.69 $479K - $499K
6.3K $670K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-14.1K
- 30.36%
$24.94 - $25.74 $351K - $363K
32.3K $824K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.45K
- 3.86%
$21.66 - $22.69 $31.4K - $32.9K
36.2K $787K
WFC
Wells Fargo & Company

Financial Services
-551
- 3.91%
$54.98 - $77.35 $30.3K - $42.6K
13.5K $950K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-715
- 5.86%
$61.68 - $67.87 $44.1K - $48.5K
11.5K $716K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-405
- 3.48%
$38.96 - $43.28 $15.8K - $17.5K
11.2K $442K
NUDM
Nuveen Esg International Devel

ETFs
-747
- 5.85%
$30.06 - $33.38 $22.5K - $24.9K
12K $361K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-581
- 5.5%
$21.02 - $21.57 $12.2K - $12.5K
9.98K $210K
F
Ford Motor CO

Consumer Cyclical
-610
- 3.2%
$9.69 - $11.4 $5.91K - $6.95K
18.4K $182K
Activity Summary
Buys All Purchases 85 New Holdings 56 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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