Legacy Investment Solutions, LLC New Holdings in Q3 2024

Legacy Investment Solutions, LLC

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
132K
New
$91.42 - $91.82 $12M - $12.1M
132K $12.1M
BITO
Proshares Tr Bitcoin Strategy

ETFs
586K
New
$16.19 - $23.88 $9.49M - $14M
586K $11.3M
GBIL
Goldman Sachs Access Treasury

ETFs
109K
New
$99.7 - $100.3 $10.9M - $10.9M
109K $10.9M
NEOV
Neo Volta Inc.

Industrials
3.48M
New
$2.28 - $3.69 $7.95M - $12.9M
3.48M $10.8M
SVOL
Simplify ETF Simplify Volatili

ETFs
483K
New
$20.05 - $22.81 $9.69M - $11M
483K $10.6M
DVN
Devon Energy Corp

Energy
205K
New
$37.87 - $48.65 $7.75M - $9.95M
205K $8M
FSK
Fs Kkr Capital Corp

Financial Services
370K
New
$18.74 - $20.43 $6.94M - $7.56M
370K $7.31M
ICSH
Blackrock Ultra Short Term Bon

ETFs
110K
New
$50.32 - $50.75 $5.55M - $5.6M
110K $5.6M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
95.5K
New
$49.9 - $50.37 $4.76M - $4.81M
95.5K $4.79M
GLDX
Uscf ETF Tr Gold Strategy Plus
134K
New
$27.36 - $29.77 $3.66M - $3.98M
134K $3.96M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
149K
New
$24.39 - $25.28 $3.63M - $3.76M
149K $3.74M
JCPB
J P Morgan Exchange Traded Fd

ETFs
75.4K
New
$45.87 - $48.53 $3.46M - $3.66M
75.4K $3.64M
FTSL
First Trust Senior Ln Fund

ETFs
60.1K
New
$45.51 - $46.26 $2.73M - $2.78M
60.1K $2.76M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
49.9K
New
$50.52 - $50.95 $2.52M - $2.54M
49.9K $2.54M
SHV
Ishares Tr

ETFs
18.8K
New
$110.05 - $110.63 $2.07M - $2.08M
18.8K $2.08M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
41.4K
New
$47.43 - $47.88 $1.96M - $1.98M
41.4K $1.97M
DUOL
Duolingo, Inc.

Technology
6.03K
New
$158.85 - $287.54 $957K - $1.73M
6.03K $1.7M
SSO
Proshares Ultra S&P 500

ETFs
13.8K
New
$73.92 - $90.17 $1.02M - $1.24M
13.8K $1.24M
QLD
Proshares Ultra Qqq

ETFs
12.3K
New
$81.06 - $109.83 $995K - $1.35M
12.3K $1.24M
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
32.8K
New
$31.4 - $35.52 $1.03M - $1.16M
32.8K $1.16M
DSTL
ETF Ser Solution Distillate Us

ETFs
17.7K
New
$50.87 - $56.8 $899K - $1M
17.7K $1M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
43.5K
New
$20.69 - $22.19 $899K - $965K
43.5K $943K
AMZN
Amazon Com Inc

Consumer Cyclical
4.88K
New
$161.02 - $200.0 $785K - $975K
4.88K $908K
DEA
Easterly Government Properties, Inc.

Real Estate
65.4K
New
$12.21 - $14.1 $798K - $922K
65.4K $888K
VTI
Vanguard Total Stock Market Et

ETFs
3K
New
$255.18 - $283.2 $765K - $848K
3K $848K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
32.5K
New
$23.78 - $25.04 $773K - $814K
32.5K $813K
AAPL
Apple Inc.

Technology
3.33K
New
$207.23 - $234.82 $690K - $782K
3.33K $775K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
15.6K
New
$46.16 - $47.63 $719K - $742K
15.6K $740K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
99.1K
New
$5.25 - $6.62 $520K - $656K
99.1K $618K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.5K
New
$28.09 - $30.4 $549K - $594K
19.5K $592K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.02K
New
$59.61 - $60.15 $537K - $542K
9.02K $539K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
23.9K
New
$21.51 - $22.16 $515K - $530K
23.9K $528K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17K
New
$28.1 - $29.89 $478K - $508K
17K $508K
MSFT
Microsoft Corp

Technology
1.1K
New
$395.15 - $467.56 $433K - $512K
1.1K $471K
COST
Costco Wholesale Corp

Consumer Defensive
380
New
$801.83 - $917.05 $305K - $348K
380 $336K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.27K
New
$53.19 - $84.93 $227K - $363K
4.27K $309K
FLNG
Flex Lng Ltd.

Energy
12.1K
New
$25.02 - $27.61 $303K - $334K
12.1K $308K
UPRO
Proshares Trust Proshares Ultr

ETFs
3.57K
New
$64.53 - $86.19 $231K - $308K
3.57K $307K
RDVY
First Trust Rising Dividend Ac

ETFs
5.15K
New
$53.68 - $59.24 $276K - $305K
5.15K $304K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.59K
New
$75.88 - $83.21 $272K - $299K
3.59K $298K
XOM
Exxon Mobil Corp

Energy
2.53K
New
$109.72 - $119.0 $277K - $301K
2.53K $296K
MGK
Vanguard Mega Cap Growth ETF

ETFs
780
New
$285.48 - $330.24 $223K - $258K
780 $251K
TSLA
Tesla, Inc.

Consumer Cyclical
956
New
$191.76 - $263.26 $183K - $252K
956 $250K
NVDA
Nvidia Corp

Technology
1.88K
New
$98.91 - $134.91 $186K - $254K
1.88K $228K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.99K
New
$50.02 - $54.5 $200K - $218K
3.99K $217K
FTHI
First Trust Exchange Traded Fd

ETFs
9.24K
New
$21.47 - $23.16 $198K - $214K
9.24K $212K
VUG
Vanguard Growth ETF

ETFs
492
New
$341.08 - $391.94 $168K - $193K
492 $188K
CRGY
Crescent Energy CO

Energy
16.7K
New
$10.19 - $12.5 $170K - $209K
16.7K $182K
GOOG
Alphabet Inc.

Communication Services
1.09K
New
$149.54 - $192.66 $163K - $211K
1.09K $182K
Activity Summary
Buys All Purchases 698 New Holdings 698 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 3 Puts 1
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