Legacy Wealth Managment, Llc/Id Purchases in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
2
+ 5.88%
$108.49 - $191.89 $217 - $384
36 $4K
Veren Inc
65
+ 32.99%
N/A
262 $0
Aptiv PLC
170
New
N/A
170 $0
BTEGF
Baytex Energy Corp.

Energy
32
+ 8.29%
N/A
418 $1K
Biosig Technologies Inc
2.61M
+ 72.53%
N/A
6.22M $0
Blackrock Health Sciences Te
1.43K
+ 1781.25%
N/A
1.51K $0
Tidal Tr Ii
1.2K
New
N/A
1.2K $0
Themes ETF Tr
249
New
N/A
249 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
4
New
$33.57 - $37.22 $134 - $149
4 $0
Amplify ETF Tr
1.02K
+ 357.89%
N/A
1.31K $0
STEM
Stem, Inc.

Technology
200
New
$0.35 - $1.22 $70 - $244
200 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
6
New
$19.47 - $20.36 $117 - $122
6 $0
Bunge Global Sa
128
New
N/A
128 $0
GLDM
World Gold Trust

ETFs
16
New
$52.19 - $61.89 $835 - $990
16 $0
Dimensional ETF Trust
1.81K
New
N/A
1.81K $0
Ishares Bitcoin Trust ETF
1.09K
New
N/A
1.09K $0
Listed Fd Tr
941
New
N/A
941 $0
First Tr Exchng Traded Fd Vi
16.3K
+ 71.27%
N/A
39.2K $0
FTGS
First Tr Exchange Traded Fd Gr
2.39K
+ 7.98%
N/A
32.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.02K
+ 24.19%
N/A
20.6K $0
MTDR
Matador Resources CO

Energy
2
+ 11.11%
$44.79 - $63.77 $89.6 - $128
20 $1K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
1.43K
+ 13.27%
N/A
12.2K $0
Microstrategy Inc
22
New
N/A
22 $0
Millrose Pptys Inc
47
New
N/A
47 $0
Kala Bio Inc
15
+ 150.0%
N/A
25 $0
First Tr Exchng Traded Fd Vi
291
New
N/A
291 $0
J P Morgan Exchange Traded F
38.7K
New
N/A
38.7K $0
HYGW
Ishares Tr High Yield Corporat
5
New
N/A
5 $0
IONQ
Ion Q, Inc.

Technology
5
+ 250.0%
$18.27 - $51.07 $91.4 - $255
7 $0
PSEP
Innovator U.S. Equity Power Bu
885
New
N/A
885 $0
Innovator Etfs Trust
165
New
N/A
165 $0
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
50
+ 35.71%
$1.4 - $2.67 $70 - $134
190 $0
Grayscale Ethereum Trust ETF
1.5K
New
N/A
1.5K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
15
New
$58.32 - $65.09 $875 - $976
15 $0
First Tr Exchng Traded Fd Vi
6.24K
+ 82.4%
N/A
13.8K $0
Msc Income Fund Inc
2.79K
New
N/A
2.79K $0
FNDA
Schwab Fundamental U S Small C

ETFs
14
New
$26.87 - $30.99 $376 - $434
14 $0
FNDX
Schwab Fundamental U S Large C

ETFs
27
New
$23.03 - $25.01 $622 - $675
27 $0
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
20
New
$10.62 - $11.83 $212 - $237
20 $0
RGLS
Regulus Therapeutics Inc.

Healthcare
90
New
$0.97 - $1.75 $87.3 - $158
90 $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
13
New
$28.11 - $32.0 $365 - $416
13 $0
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10
New
$25.81 - $28.52 $258 - $285
10 $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
20
New
$21.77 - $22.56 $435 - $451
20 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
8
+ 20.0%
$10.61 - $16.49 $84.9 - $132
48 $0
RC
Ready Capital Corp

Real Estate
158
New
$4.9 - $7.05 $774 - $1.11K
158 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.96K
+ 219.78%
N/A
2.85K $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17
New
$18.36 - $20.51 $312 - $349
17 $0
QTUM
ETF Ser Solutions Defiance Qua
1
+ 33.33%
N/A
4 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 29.17%
$27.01 - $28.54 $189 - $200
31 $0
Activity Summary
Buys All Purchases 217 New Holdings 106 Increased Positions 111 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 4 Puts 1
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