Legacy Wealth Management, LLC / Ms Thrivent ETF Tr Small Mid Cap Transaction History

Legacy Wealth Management, LLC / Ms

  • $332 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Thrivent ETF Tr Small Mid Cap stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 12,529 shares of TSME stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,529
Previous 6,967 79.83%
Holding current value
$0
Previous $260 Million 99.66%
% of portfolio
0.16%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
5,562 Added 79.83%
12,529 $520 Million
Q2 2025

Jul 01, 2025
BUY
N/A
6,967 New
6,967 $260 Million
Q2 2024

Dec 12, 2024
SELL
N/A
-14,012 Closed
0 $0
Q1 2024

Dec 12, 2024
SELL
N/A
-85 Reduced 0.6%
14,012 $485 Million
Q4 2023

Dec 12, 2024
SELL
N/A
-21,980 Reduced 60.93%
14,097 $436 Million
Q3 2023

Dec 12, 2024
SELL
N/A
-415 Reduced 1.14%
36,077 $1 Billion
Q2 2023

Dec 12, 2024
SELL
N/A
-380 Reduced 1.03%
36,492 $1.06 Billion
Q1 2023

Dec 12, 2024
BUY
N/A
140 Added 0.38%
36,872 $1.03 Billion
Q4 2022

Dec 12, 2024
BUY
N/A
36,732 New
36,732 $969 Million

Others Institutions Holding TSME

# of Institutions
23
Shares Held
5.2M
Call Options Held
0
Put Options Held
0
View Full List

About THRIVENT ETF TR SMALL-MID CAP

TSME Quotes by TradingView
  • Ticker TSME
More about TSME
Track This Portfolio

Track Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms 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 Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email