Legacy Financial Strategies, LLC Closed Holding Positions

Legacy Financial Strategies, LLC

  • $448 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
778
$209.9 - $283.21 $163K - $220K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Aug 09, 2022
23,040
$76.98 - $89.74 $1.77M - $2.07M
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Aug 09, 2022
14,477
$87.4 - $113.09 $1.27M - $1.64M
BEN
Franklin Resources Inc

Financial Services
Q2 2022 Filed on Aug 09, 2022
53,439
$23.07 - $28.02 $1.23M - $1.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Aug 09, 2022
3,468
$93.11 - $101.59 $323K - $352K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Jan 31, 2022
10,114
$144.01 - $172.44 $1.46M - $1.74M
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q4 2021 Filed on Jan 31, 2022
9,958
$36.93 - $39.75 $368K - $396K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 31, 2022
3,647
N/A
XLF
Financial Sector Spdr

ETFs
Q4 2021 Filed on Jan 31, 2022
7,075
$37.54 - $40.62 $266K - $287K
EXAS
Exact Sciences Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
1,850
$90.24 - $124.05 $167K - $229K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
9,342
$21.64 - $24.65 $202K - $230K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 07, 2021
5,084
$112.93 - $119.98 $574K - $610K
ILCG
Ishares Morningstar Growth ETF
Q1 2021 Filed on May 07, 2021
1,021
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
14,975
$75.92 - $88.28 $1.14M - $1.32M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2021 Filed on May 07, 2021
25,983
$30.78 - $34.63 $800K - $900K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
20,407
$33.84 - $42.89 $691K - $875K
MMM
3 M CO

Industrials
Q2 2020 Filed on Aug 14, 2020
5,569
$133.14 - $167.41 $741K - $932K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2020 Filed on Aug 14, 2020
1,206
$182.31 - $248.84 $220K - $300K
Tortoise Energy Independenc
Q2 2020 Filed on Aug 14, 2020
59,400
N/A
Blackrock Municipal Bond Tr
Q1 2020 Filed on May 04, 2020
12,722
N/A
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2020 Filed on May 04, 2020
1,833
$31.41 - $47.63 $57.6K - $87.3K
Ferrellgas Partners L.P.
Q1 2020 Filed on May 04, 2020
20,000
N/A
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2020 Filed on May 04, 2020
3,050
$88.57 - $138.15 $270K - $421K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
9,501
$8.06 - $21.85 $76.6K - $208K
XOM
Exxon Mobil Corp

Energy
Q1 2020 Filed on May 04, 2020
3,655
$31.45 - $70.9 $115K - $259K
Tortoise Energy Infra Corp
Q4 2019 Filed on Jan 27, 2020
10,750
N/A
C
Citigroup Inc

Financial Services
Q3 2019 Filed on Nov 01, 2019
2,911
$61.32 - $73.01 $179K - $213K
CAH
Cardinal Health Inc

Healthcare
Q2 2019 Filed on Jul 15, 2019
12,225
$42.07 - $50.14 $514K - $613K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2019 Filed on Jul 15, 2019
14,406
N/A
American Midstream Partners
Q1 2019 Filed on May 08, 2019
52,000
N/A
ENB
Enbridge Inc

Energy
Q1 2019 Filed on May 08, 2019
6,685
$31.58 - $37.63 $211K - $252K
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2018 Filed on Feb 15, 2019
1,065
$236.09 - $293.95 $251K - $313K
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 15, 2019
19,001
N/A
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
6,563
N/A
VGT
Vanguard Information Technolog

ETFs
Q3 2018 Filed on Nov 14, 2018
4,659
N/A
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
20,539
$13.32 - $13.7 $274K - $281K
RYE
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
7,323
$58.91 - $63.87 $431K - $468K
TDIV
First Trust Nasdaq Technology

ETFs
Q3 2018 Filed on Nov 14, 2018
25,503
$35.42 - $38.57 $903K - $984K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q3 2018 Filed on Nov 14, 2018
5,171
$41.82 - $44.13 $216K - $228K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2018 Filed on Nov 14, 2018
5,078
N/A
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q3 2018 Filed on Nov 14, 2018
4,889
$158.33 - $170.41 $774K - $833K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q3 2018 Filed on Nov 14, 2018
5,287
$102.95 - $108.34 $544K - $573K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
23,383
$55.19 - $61.72 $1.29M - $1.44M
VPU
Vanguard Utilities ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
2,546
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
3,497
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2018 Filed on Nov 14, 2018
8,217
N/A
VUG
Vanguard Growth ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
5,462
N/A
BDX
Becton Dickinson & CO

Healthcare
Q3 2018 Filed on Nov 14, 2018
2,015
$233.07 - $256.0 $470K - $516K
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2018 Filed on Nov 14, 2018
11,406
$20.0 - $20.59 $228K - $235K
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