Legend Financial Advisors, Inc. Leuthold Fds Inc Core ETF Transaction History
Legend Financial Advisors, Inc.
- $138 Billion
- Q1 2024
A detailed history of Legend Financial Advisors, Inc. transactions in Leuthold Fds Inc Core ETF stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 251,963 shares of LCR stock, worth $8.54 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
251,963
Previous 248,273
1.49%
Holding current value
$8.54 Million
Previous $7.99 Billion
6.43%
% of portfolio
6.16%
Previous 6.42%
Shares
7 transactions
Others Institutions Holding LCR
# of Institutions
18Shares Held
1.69MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$30.7 Million2.89% of portfolio
-
Spire Wealth Management156KShares$5.29 Million0.17% of portfolio
-
Capital Investment Advisory Services, LLC95KShares$3.22 Million0.36% of portfolio
-
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire, IL87.2KShares$2.96 Million5.67% of portfolio
-
Koshinski Asset Management, Inc.52.7KShares$1.79 Million0.19% of portfolio