Legacy Wealth Managment, Llc/Id Purchases in Q3 2025

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Figma Inc
2
New
N/A
2 $0
FSLY
Fastly, Inc.

Technology
3
New
$6.36 - $8.95 $19.1 - $26.8
3 $0
Mackenzie Rlty Cap Inc
12.2K
New
N/A
12.2K $0
QTUM
ETF Ser Solutions Defiance Qua
10
+ 250.0%
N/A
14 $0
ENB
Enbridge Inc

Energy
3
+ 6.67%
$43.79 - $50.46 $131 - $151
48 $2K
Msc Income Fund Inc
141K
New
N/A
141K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
56
+ 2800.0%
N/A
58 $0
First Tr Exchng Traded Fd Vi
121
+ 2.3%
N/A
5.39K $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
2.03K
+ 12.45%
N/A
18.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.35K
+ 12.19%
N/A
30.9K $0
PBJ
Invesco Exchange Traded Fd Tr

ETFs
11
New
$45.19 - $48.95 $497 - $538
11 $0
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
28
New
$32.65 - $34.4 $914 - $963
28 $0
Inovio Pharmaceuticals Inc
1.36K
New
N/A
1.36K $0
GCT
Giga Cloud Technology Inc.

Technology
11
+ 64.71%
N/A
28 $0
First Tr Exchng Traded Fd Vi
86.4K
New
N/A
86.4K $0
First Tr Exchng Traded Fd Vi
37.8K
New
N/A
37.8K $0
First Tr Exchange Traded Fd
150
New
N/A
150 $0
First Tr Exchange Traded Fd
193
+ 11.27%
N/A
1.91K $0
FTGS
First Tr Exchange Traded Fd Gr
6.89K
+ 16.56%
N/A
48.5K $0
Easterly Govt Pptys Inc
2.64K
+ 12.6%
N/A
23.6K $0
Nexmetals Mining Corp.
10
New
N/A
10 $0
AFL
Aflac Inc

Financial Services
2
+ 8.7%
$98.09 - $111.7 $196 - $223
25 $2K
Ralliant Corp
2
New
N/A
2 $0
AGNC
Agnc Investment Corp.

Real Estate
30
New
$9.2 - $10.37 $276 - $311
30 $0
Roundhill ETF Trust
32
New
N/A
32 $0
Roundhill ETF Trust
3
New
N/A
3 $0
Roundhill ETF Trust
2
New
N/A
2 $0
LNG
Cheniere Energy, Inc.

Energy
2
New
$222.68 - $244.28 $445 - $489
2 $0
Circle Internet Group Inc
3
+ 300.0%
N/A
4 $0
Citius Pharmaceuticals Inc
930
New
N/A
930 $0
Aqua Metals Inc
11
New
N/A
11 $0
Adamas Trust Inc.
47
New
N/A
47 $0
Coreweave Inc
16
New
N/A
16 $0
CRDO
Credo Technology Group Holding LTD

Technology
3
New
$87.59 - $172.31 $263 - $517
3 $0
DFIV
Dimensional ETF Tr

ETFs
0
New
$42.66 - $46.53 $0 - $0
0 $0
FANG
Diamondback Energy, Inc.

Energy
1
+ 1.67%
$134.53 - $152.5 $135 - $153
61 $8K
Arista Networks Inc
5
+ 3.7%
N/A
140 $0
Oxford Lane Cap Corp
111
New
N/A
111 $0
OXSQ
Oxford Square Capital Corp.

Financial Services
16
New
$1.58 - $2.4 $25.3 - $38.4
16 $0
Destiny Tech100 Inc
80
New
N/A
80 $0
MTDR
Matador Resources CO

Energy
2
+ 4.76%
$44.93 - $52.55 $89.9 - $105
44 $1K
EQT
Eqt Corp

Energy
2
+ 0.63%
$49.19 - $59.19 $98.4 - $118
318 $17K
AR
Antero Resources Corp

Energy
3
+ 1.18%
$29.87 - $37.66 $89.6 - $113
258 $8K
NOG
Northern Oil & Gas, Inc.

Energy
5
+ 0.67%
$23.13 - $31.07 $116 - $155
751 $18K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
5.5K
+ 6.71%
$3.64 - $5.24 $20K - $28.8K
87.5K $322K
MSTR
Microstrategy Inc

Technology
671
+ 9.85%
$300.7 - $455.9 $202K - $306K
7.48K $2.41M
Activity Summary
Buys All Purchases 247 New Holdings 98 Increased Positions 149 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 2 Puts 0
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