Legend Financial Advisors, Inc. Leuthold Fds Inc Core ETF Transaction History
Legend Financial Advisors, Inc.
- $142 Billion
- Q4 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 241,083 shares of LCR stock, worth $8.54 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
241,083
Previous 238,260
1.18%
Holding current value
$8.54 Million
Previous $8.44 Billion
1.92%
% of portfolio
5.84%
Previous 5.83%
Shares
10 transactions
Others Institutions Holding LCR
# of Institutions
20Shares Held
1.89MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$32.1 Million2.89% of portfolio
-
Spire Wealth Management150KShares$5.31 Million0.16% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ122KShares$4.31 Million0.01% of portfolio
-
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire, IL92.3KShares$3.27 Million5.17% of portfolio
-
Capital Investment Advisory Services, LLC69.2KShares$2.45 Million0.24% of portfolio