Legacy Private Trust Co. Sells in Q3 2024

Legacy Private Trust Co.

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-296K
- 22.31%
$47.6 - $53.31 $14.1M - $15.8M
1.03M $54.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-178K
- 33.14%
$41.9 - $48.26 $7.48M - $8.61M
360K $17.2M
BA
Boeing CO

Industrials
-17.5K
- 55.32%
$152.04 - $190.6 $2.65M - $3.33M
14.1K $2.14M
NVDA
Nvidia Corp

Technology
-18K
- 5.52%
$98.91 - $134.91 $1.78M - $2.42M
307K $37.3M
MUB
Ishares National Muni Bond ETF

ETFs
-22.7K
- 29.91%
$106.13 - $108.7 $2.41M - $2.47M
53.2K $5.78M
MCD
Mcdonalds Corp

Consumer Cyclical
-11.3K
- 48.78%
$245.82 - $304.51 $2.78M - $3.45M
11.9K $3.62M
MCK
Mckesson Corp

Healthcare
-842
- 5.19%
$479.06 - $630.38 $403K - $531K
15.4K $7.6M
MRNA
Moderna, Inc.

Healthcare
-5.47K
- 31.52%
$63.64 - $125.14 $348K - $684K
11.9K $793K
CRM
Salesforce, Inc.

Technology
-4.33K
- 44.56%
$238.42 - $276.53 $1.03M - $1.2M
5.39K $1.47M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-40.3K
- 31.32%
$21.72 - $22.21 $875K - $895K
88.3K $1.96M
IEMG
Ishares Inc

ETFs
-8.36K
- 17.34%
$53.64 - $53.64 $448K - $448K
39.8K $2.14M
FISV
Fiserv Inc

Technology
-3.39K
- 4.72%
N/A
68.4K $8.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.85K
- 52.59%
$81.31 - $83.29 $313K - $321K
3.47K $288K
SUB
Ishares Short Term National Mu

ETFs
-2.77K
- 21.39%
$104.3 - $106.3 $288K - $294K
10.2K $1.08M
GVI
Ishares Tr

ETFs
-4.08K
- 7.93%
$103.17 - $107.43 $421K - $438K
47.4K $5.07M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.03K
- 4.69%
$236.42 - $259.82 $244K - $268K
20.9K $5.39M
AMD
Advanced Micro Devices Inc

Technology
-1.37K
- 15.14%
$128.67 - $183.96 $177K - $253K
7.7K $1.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.87K
- 18.89%
$79.29 - $84.02 $228K - $241K
12.3K $1.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.7K
- 11.43%
$33.74 - $37.96 $362K - $408K
83.2K $3.12M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-10.6K
- 11.56%
$19.92 - $20.67 $210K - $218K
80.8K $1.66M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-9.29K
- 1.38%
$21.05 - $21.17 $195K - $197K
662K $14M
CSCO
Cisco Systems, Inc.

Technology
-8.05K
- 15.71%
$44.74 - $53.22 $360K - $428K
43.2K $2.3M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-5.23K
- 7.54%
$23.47 - $23.74 $123K - $124K
64.1K $1.52M
DIS
Walt Disney CO

Communication Services
-561
- 3.81%
$85.6 - $98.61 $48K - $55.3K
14.2K $1.36M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.46K
- 3.59%
$51.0 - $52.05 $176K - $180K
92.7K $4.82M
PFE
Pfizer Inc

Healthcare
-2.78K
- 20.66%
$27.7 - $31.39 $77K - $87.2K
10.7K $308K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.6K
- 19.12%
$46.67 - $50.52 $74.6K - $80.8K
6.77K $341K
BSCU
Invesco Exc Self Ind Tr

ETFs
-9.68K
- 6.63%
$16.19 - $17.05 $157K - $165K
136K $2.31M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.91K
- 4.8%
$47.18 - $48.74 $137K - $142K
57.7K $2.81M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-794
- 6.09%
$175.46 - $203.3 $139K - $161K
12.2K $2.48M
TGT
Target Corp

Consumer Defensive
-1.63K
- 6.26%
$133.47 - $159.25 $217K - $259K
24.4K $3.8M
TXN
Texas Instruments Inc

Technology
-249
- 1.02%
$194.6 - $194.6 $48.5K - $48.5K
24.1K $4.68M
ABT
Abbott Laboratories

Healthcare
-2.1K
- 10.76%
$100.07 - $118.13 $210K - $247K
17.4K $1.98M
IEF
Ishares Barclays

ETFs
-1.19K
- 6.91%
$92.67 - $99.14 $110K - $118K
16K $1.57M
PEP
Pepsico Inc

Consumer Defensive
-359
- 6.89%
$161.9 - $179.3 $58.1K - $64.4K
4.85K $825K
SCHW
Schwab Charles Corp

Financial Services
-43
- 1.27%
$61.74 - $76.08 $2.65K - $3.27K
3.36K $217K
IT
Gartner Inc

Technology
-105
- 20.79%
$441.32 - $516.47 $46.3K - $54.2K
400 $202K
VMC
Vulcan Materials CO

Basic Materials
-80
- 5.13%
$231.83 - $274.51 $18.5K - $22K
1.48K $370K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-567
- 16.43%
$64.35 - $75.71 $36.5K - $42.9K
2.88K $212K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1
- -0.0%
$15.92 - $18.86 $15.9 - $18.9
25K $440K
IDV
Ishares Tr

ETFs
-1.11K
- 11.95%
$27.62 - $30.64 $30.5K - $33.9K
8.15K $246K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-10
- 0.13%
$85.84 - $85.84 $858 - $858
7.95K $682K
SXI
Standex International Corp

Industrials
-350
- 12.87%
$155.0 - $188.75 $54.3K - $66.1K
2.37K $432K
IYW
Ishares Dj Us Tech ETF

ETFs
-132
- 1.09%
$133.16 - $158.73 $17.6K - $21K
12K $1.81M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-276
- 5.09%
$37.82 - $40.43 $10.4K - $11.2K
5.14K $207K
Linde PLC
-1.43K
- 9.79%
N/A
13.2K $0
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.53K
- 8.13%
$70.04 - $77.47 $107K - $119K
17.3K $1.34M
Brookfield Corp
-1.2K
- 12.48%
N/A
8.4K $0
VGLT
Vanguard Long Term Treasury Et

ETFs
-260
- 5.78%
$56.52 - $63.23 $14.7K - $16.4K
4.24K $260K
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email