Legacy Private Trust Co. Portfolio Holdings
Legacy Private Trust Co.
- $1.46 Billion
- Q3 2024
Legacy Private Trust Co. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $176M, Vanguard Total Stock Market Et with a value of $142M, Vanguard Ftse Developed Market with a value of $54.5M, Vanguard Extended Market ETF with a value of $54.1M, and Spdr Portfolio S&P 1500 Compos with a value of $43.6M.
Examining the 13F form we can see an increase of $75.1M in the current position value, from $1.39B to 1.46B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 309
- Current Value $1.46 Billion
- Prior Value $1.39 Billion
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 9 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks