Legacy Financial Strategies, LLC Flexshares Tr Morningstar Glob Transaction History

Legacy Financial Strategies, LLC

$448 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$36.93 - $39.75 $367,748 - $395,830	-9,958 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$35.13 - $38.54 $75,459 - $82,783	-2,148 Reduced 17.74%	9,958 $364,000
Q2 2021 Aug 02, 2021	SELL	$36.54 - $40.43 $18,635 - $20,619	-510 Reduced 4.04%	12,106 $464,000
Q1 2020 May 04, 2020	SELL	$19.16 - $33.67 $64,492 - $113,333	-3,366 Reduced 21.06%	12,616 $284,000
Q4 2019 Jan 27, 2020	SELL	$30.06 - $33.53 $60,120 - $67,060	-2,000 Reduced 11.12%	15,982 $536,000
Q3 2019 Nov 01, 2019	SELL	$29.81 - $33.14 $379,689 - $422,104	-12,737 Reduced 41.46%	17,982 $567,000
Q2 2019 Jul 15, 2019	SELL	$30.71 - $33.78 $5.09 Million - $5.6 Million	-165,791 Reduced 84.37%	30,719 $1.01 Million
Q1 2019 May 08, 2019	SELL	$29.0 - $33.07 $408,204 - $465,493	-14,076 Reduced 6.68%	196,510 $6.44 Million
Q4 2018 Feb 15, 2019	SELL	$28.13 - $34.18 $403,609 - $490,414	-14,348 Reduced 6.38%	210,586 $6.17 Million
Q3 2018 Nov 14, 2018	BUY	$31.97 - $34.39 $485,048 - $521,765	15,172 Added 7.23%	224,934 $7.05 Million
Q2 2018 Aug 14, 2018	SELL	$32.11 - $35.4 $67,174 - $74,056	-2,092 Reduced 0.99%	209,762 $7.11 Million
Q1 2018 May 14, 2018	BUY	$31.81 - $35.42 $1.89 Million - $2.1 Million	59,307 Added 38.88%	211,854 $6.9 Million
Q4 2017 May 14, 2018	BUY	$31.25 - $33.31 $4.77 Million - $5.08 Million	152,547	152,547 $5.08 Million

Others Institutions Holding GUNR

# of Institutions

282

Shares Held

122M

Call Options Held

0

Put Options Held

0

About FLEXSHARES TR MORNINGSTAR GLOB

Ticker GUNR
Sector ETFs
Industry ETFs

More about GUNR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.