Legacy Financial Group LLC Ishares Tr Transaction History
Legacy Financial Group LLC
- $614 Million
- Q3 2025
A detailed history of Legacy Financial Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Financial Group LLC holds 59,712 shares of MBB stock, worth $5.68 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
59,712
Previous 54,634
9.29%
Holding current value
$5.68 Million
Previous $5.13 Million
10.76%
% of portfolio
0.93%
Previous 0.87%
Shares
11 transactions
Others Institutions Holding MBB
# of Institutions
1,074Shares Held
396MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio