Legacy Private Trust Co. Sells in Q2 2025

Legacy Private Trust Co.

  • $1.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-795
- 19.26%
$162.76 - $195.77 $129K - $156K
3.33K $649K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.08K
- 39.67%
$54.19 - $67.22 $113K - $140K
3.17K $212K
IYR
Ishares Tr

ETFs
-965
- 4.74%
$84.48 - $96.25 $81.5K - $92.9K
19.4K $1.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.56K
- 3.42%
$72.02 - $73.82 $112K - $115K
44K $3.24M
FISV
Fiserv Inc

Technology
-784
- 1.26%
N/A
61.2K $7.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.51K
- 7.91%
$51.16 - $62.02 $333K - $404K
75.8K $4.7M
HPQ
Hp Inc

Technology
-885
- 4.69%
$21.88 - $29.32 $19.4K - $25.9K
18K $440K
WEC
Wec Energy Group, Inc.

Utilities
-224
- 1.87%
$102.24 - $109.76 $22.9K - $24.6K
11.7K $1.22M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.12K
- 3.13%
$119.13 - $135.03 $134K - $152K
34.8K $4.3M
HD
Home Depot, Inc.

Consumer Cyclical
-217
- 2.64%
$335.24 - $380.78 $72.7K - $82.6K
8K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-445
- 12.51%
$496.48 - $617.85 $221K - $275K
3.11K $1.92M
CSCO
Cisco Systems, Inc.

Technology
-4.65K
- 13.64%
$53.19 - $69.38 $247K - $322K
29.4K $2.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
-62
- 1.99%
$248.61 - $294.96 $15.4K - $18.3K
3.05K $859K
TRV
Travelers Companies, Inc.

Financial Services
-230
- 19.04%
$233.83 - $276.34 $53.8K - $63.6K
978 $261K
BSCU
Invesco Exc Self Ind Tr

ETFs
-3.91K
- 5.21%
$16.31 - $16.78 $63.8K - $65.7K
71.2K $1.19M
DVY
Ishares Tr

ETFs
-400
- 2.52%
$118.37 - $134.86 $47.3K - $53.9K
15.5K $2.06M
BFC
Bank First Corp

Financial Services
-1.23K
- 19.96%
$96.02 - $118.47 $118K - $145K
4.92K $578K
ALL
Allstate Corp

Financial Services
-100
- 3.34%
$180.53 - $212.64 $18.1K - $21.3K
2.89K $581K
DTE
Dte Energy CO

Utilities
-3
- 0.06%
$127.39 - $139.49 $382 - $418
5.29K $700K
ADP
Automatic Data Processing Inc

Industrials
-108
- 9.35%
$276.76 - $326.81 $29.9K - $35.3K
1.05K $322K
DUK
Duke Energy Corp

Utilities
-175
- 7.95%
$112.46 - $124.05 $19.7K - $21.7K
2.03K $238K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.71K
- 7.61%
$10.78 - $11.28 $18.4K - $19.2K
20.7K $230K
SHEL
Shell PLC

Energy
-210
- 6.62%
$59.75 - $73.05 $12.5K - $15.3K
2.96K $208K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-285
- 8.63%
$114.78 - $133.31 $32.7K - $38K
3.02K $402K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-75
- 0.59%
$68.13 - $74.77 $5.11K - $5.61K
12.6K $917K
KO
Coca Cola CO

Consumer Defensive
-67
- 0.55%
$68.37 - $73.9 $4.58K - $4.95K
12.1K $853K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.28K
- 8.5%
$67.22 - $81.54 $86.2K - $105K
13.8K $1.13M
ECL
Ecolab Inc.

Basic Materials
-402
- 6.7%
$225.65 - $270.95 $90.7K - $109K
5.6K $1.51M
GD
General Dynamics Corp

Industrials
-166
- 7.69%
$247.68 - $291.66 $41.1K - $48.4K
1.99K $581K
PEG
Public Service Enterprise Group Inc

Utilities
-707
- 2.46%
$77.13 - $84.18 $54.5K - $59.5K
28K $2.36M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-49
- 0.66%
N/A
7.4K $635K
Linde PLC
-211
- 1.91%
N/A
10.8K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-3.83K
- 10.86%
N/A
31.5K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.67K
- 27.22%
N/A
4.48K $0
OVL
Listed Fds Tr Overlay Shs Larg
-7.73K
- 5.03%
N/A
146K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-7.04K
- 13.59%
N/A
44.8K $0
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.05%
N/A
4.19K $763K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-16.8K
- 11.83%
N/A
125K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.44K
- 3.74%
N/A
37.2K $0
Blackrock Inc
-5
- 0.25%
N/A
2.02K $0
PM
Philip Morris International Inc.

Consumer Defensive
-439
- 12.53%
$149.23 - $184.95 $65.5K - $81.2K
3.06K $558K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-75
- 10.27%
$273.67 - $366.17 $20.5K - $27.5K
655 $239K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.47K
- 9.81%
$45.98 - $56.15 $206K - $251K
41.1K $2.31M
AMD
Advanced Micro Devices Inc

Technology
-414
- 19.67%
$78.21 - $143.81 $32.4K - $59.5K
1.69K $239K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2
- 0.04%
$71.28 - $83.74 $143 - $167
5.03K $421K
ABT
Abbott Laboratories

Healthcare
-207
- 1.21%
$123.95 - $138.08 $25.7K - $28.6K
16.9K $2.3M
XLB
Select Sector Spdr Fd Material

ETFs
-833
- 2.24%
$74.27 - $88.92 $61.9K - $74.1K
36.3K $3.19M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-269
- 7.61%
$272.36 - $339.57 $73.3K - $91.3K
3.26K $1.11M
SYK
Stryker Corp

Healthcare
-3
- 0.21%
$337.37 - $395.63 $1.01K - $1.19K
1.43K $566K
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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