Legacy Private Trust Co. Purchases and Sells in Q2 2025

Legacy Private Trust Co.

$1.52 Billion
Q2 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	4.48K + 1.38%	$498.8 - $620.9 $2.23M - $2.78M	329K $204M
VEA	56.5K + 5.41%	$45.65 - $57.01 $2.58M - $3.22M	1.1M $62.7M
SCHB	202K + 17.21%	$19.1 - $23.83 $3.85M - $4.81M	1.37M $32.8M
JMEE	72K + 418.87%	$49.07 - $59.23 $3.53M - $4.26M	89.2K $5.28M
META	979 + 4.76%	$484.66 - $738.09 $474K - $723K	21.5K $15.9M
VWO	49.4K + 13.25%	$39.89 - $49.46 $1.97M - $2.44M	422K $20.9M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKAG	40.5K New	$41.2 - $42.29 $1.67M - $1.71M	40.5K $1.71M
QQQM	4.32K New	$171.4 - $227.1 $740K - $981K	4.32K $981K
XLV	7.11K New	$128.77 - $144.3 $915K - $1.03M	7.11K $957K
XLE	4.79K New	$76.44 - $94.13 $366K - $451K	4.79K $406K
BSMT	14.4K New	$22.22 - $22.92 $319K - $329K	14.4K $325K
COF	1.31K New	$150.57 - $212.76 $198K - $280K	1.31K $279K

Top Sells

Reduced Positions

134 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXF	-59.1K - 24.67%	$150.43 - $192.71 $8.89M - $11.4M	180K $34.8M
AAPL	-6.1K - 3.25%	$172.42 - $223.89 $1.05M - $1.37M	182K $37.3M
BOND	-28.3K - 11.56%	$89.87 - $92.93 $2.54M - $2.63M	216K $19.9M
JEPI	-45.1K - 34.66%	$51.14 - $57.0 $2.31M - $2.57M	85K $4.83M
AGG	-23.8K - 8.16%	$96.84 - $99.46 $2.31M - $2.37M	268K $26.6M
ZROZ	-22.8K - 38.64%	$62.08 - $73.58 $1.41M - $1.68M	36.2K $2.42M

Activity Summary All Purchases 74 New Holdings 14 Increased Positions 60 All Sells 134 Reductions 134 Sold out 0 Calls 0 Puts 0

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