Legacy Financial Advisors, Inc. Ishares Tr Global Utils ETF Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-310 Closed	0 $0
Q2 2018 Jul 17, 2018	SELL	N/A	-71 Reduced 18.64%	310 $15,000
Q4 2017 Feb 09, 2018	BUY	N/A	381	381 $18,000

Others Institutions Holding JXI

# of Institutions

56

Shares Held

520K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

81.6K
Shares

$5.26 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

78K
Shares

$5.03 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

30.8K
Shares

$1.98 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

27.9K
Shares

$1.8 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

26.8K
Shares

$1.73 Million
0.0% of portfolio

About ISHARES TR GLOBAL UTILS ETF

Ticker JXI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.