Legacy Solutions, LLC Purchases and Sells in Q3 2025

Legacy Solutions, LLC

$111 Billion
Q3 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	729 + 0.32%	$72.65 - $78.68 $53K - $57.4K	227K $17.8B
IUSV	271 + 0.37%	$94.17 - $99.95 $25.5K - $27.1K	73.7K $7.36B
SPSM	497 + 0.65%	$42.26 - $47.16 $21K - $23.4K	76.6K $3.55B
AAPL	201 + 5.15%	$202.38 - $256.87 $40.7K - $51.6K	4.1K $1.04B
GLD	147 + 4.12%	$300.96 - $355.47 $44.2K - $52.3K	3.71K $1.32B
IVOO	153 + 0.4%	$105.03 - $112.54 $16.1K - $17.2K	38.5K $4.25B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FJUL	4.36K New	$51.7 - $54.73 $226K - $239K	4.36K $239M
BDX	1.11K New	$172.41 - $199.66 $192K - $222K	1.11K $208M
BRK-B	403 New	$459.11 - $506.91 $185K - $204K	403 $203M
ARKK	2.32K New	$68.94 - $86.3 $160K - $200K	2.32K $200M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEG	-163 - 5.15%	$298.82 - $354.89 $48.7K - $57.8K	3K $988M
FJUN	-965 - 9.02%	$53.62 - $55.95 $51.7K - $54K	9.73K $545M
V	-28 - 2.32%	$332.09 - $358.86 $9.3K - $10K	1.18K $402M
SPGI	-10 - 1.93%	$484.94 - $564.15 $4.85K - $5.64K	507 $247M
ZTS	-27 - 1.91%	$141.13 - $159.19 $3.81K - $4.3K	1.39K $203M
IBM	-6 - 0.74%	$234.77 - $292.47 $1.41K - $1.75K	810 $229M

Activity Summary All Purchases 40 New Holdings 4 Increased Positions 36 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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