A detailed history of Legacy Wealth Asset Management, LLC transactions in Xp Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 27,416 shares of XP stock, worth $491,843. This represents 0.15% of its overall portfolio holdings.

Number of Shares
27,416
Previous 26,099 5.05%
Holding current value
$491,843
Previous $669,000 27.95%
% of portfolio
0.15%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$17.07 - $25.33 $22,481 - $33,359
1,317 Added 5.05%
27,416 $482,000
Q1 2024

Apr 19, 2024

SELL
$23.64 - $26.3 $52,740 - $58,675
-2,231 Reduced 7.88%
26,099 $669,000
Q4 2023

Jan 10, 2024

SELL
$19.56 - $26.78 $16,567 - $22,682
-847 Reduced 2.9%
28,330 $738,000
Q3 2023

Oct 31, 2023

SELL
$22.09 - $27.46 $38,127 - $47,395
-1,726 Reduced 5.59%
29,177 $672,000
Q2 2023

Aug 04, 2023

SELL
$10.83 - $24.52 $7,126 - $16,134
-658 Reduced 2.08%
30,903 $724,000
Q1 2023

Apr 21, 2023

BUY
$10.65 - $18.11 $45,688 - $77,691
4,290 Added 15.73%
31,561 $374,000
Q4 2022

Feb 02, 2023

BUY
$13.99 - $21.52 $151,959 - $233,750
10,862 Added 66.2%
27,271 $418,000
Q3 2022

Oct 14, 2022

SELL
$17.01 - $24.66 $225,569 - $327,016
-13,261 Reduced 44.69%
16,409 $312,000
Q2 2022

Jul 19, 2022

BUY
$17.96 - $31.74 $97,612 - $172,506
5,435 Added 22.43%
29,670 $533,000
Q1 2022

May 12, 2022

BUY
$26.51 - $35.75 $642,469 - $866,401
24,235 New
24,235 $729,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $8.03B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
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