Legacy Financial Group LLC Ishares S&P 100 ETF Transaction History
Legacy Financial Group LLC
- $614 Million
- Q3 2025
A detailed history of Legacy Financial Group LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 41,601 shares of OEF stock, worth $11.1 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
41,601
Previous 21,991
89.17%
Holding current value
$11.1 Million
Previous $5.85 Million
89.18%
% of portfolio
1.8%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
1,100Shares Held
73.4MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio