Legacy Financial Advisors, Inc. First Trust Dorsey Wright Inte Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$18.5 - $19.79 $5,550 - $5,937	-300 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$17.49 - $19.82 $5,246 - $5,946	300 New	300 $6,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$39.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$20.3 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.08 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$8.86 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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