Legacy Private Trust Co. Purchases in Q4 2024

Legacy Private Trust Co.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
210K
+ 202.96%
$22.4 - $68.28 $4.71M - $14.4M
314K $7.27M
XLF
Financial Sector Spdr

ETFs
4.97K
New
$44.89 - $51.34 $223K - $255K
4.97K $240K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
182
New
$1146.59 - $1270.6 $209K - $231K
182 $215K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.36K
+ 19.23%
$25.06 - $25.59 $235K - $240K
58K $1.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.09K
New
$94.43 - $105.47 $197K - $220K
2.09K $211K
IWM
Ishares Russell 2000 ETF

ETFs
944
New
$216.13 - $242.4 $204K - $229K
944 $208K
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.68K
New
$35.95 - $36.76 $204K - $209K
5.68K $204K
PM
Philip Morris International Inc.

Consumer Defensive
1.32K
+ 50.29%
$118.38 - $133.06 $156K - $176K
3.94K $474K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
819
+ 2.08%
$55.73 - $66.16 $45.6K - $54.2K
40.2K $2.42M
VIG
Vanguard Dividend Appreciation

ETFs
680
+ 19.36%
N/A
4.19K $763K
IEFA
Ishares Tr

ETFs
2.73K
+ 27.7%
$70.06 - $77.43 $191K - $211K
12.6K $882K
GE
General Electric CO

Industrials
3.21K
+ 16.48%
$159.95 - $194.23 $513K - $623K
22.7K $3.78M
CPRT
Copart Inc

Consumer Cyclical
950
+ 9.51%
$51.36 - $63.8 $48.8K - $60.6K
10.9K $627K
IWF
Ishares Russell 1000 Gr ETF

ETFs
102
+ 8.03%
$370.24 - $418.94 $37.8K - $42.7K
1.37K $550K
BMY
Bristol Myers Squibb CO

Healthcare
310
+ 3.28%
$51.92 - $59.94 $16.1K - $18.6K
9.75K $551K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
690
+ 8.68%
N/A
8.64K $741K
PFE
Pfizer Inc

Healthcare
3.09K
+ 28.98%
$24.8 - $30.19 $76.7K - $93.4K
13.8K $365K
ECL
Ecolab Inc.

Basic Materials
635
+ 13.61%
$234.32 - $261.43 $149K - $166K
5.3K $1.24M
VMC
Vulcan Materials CO

Basic Materials
138
+ 9.32%
$237.95 - $292.31 $32.8K - $40.3K
1.62K $416K
BX
Blackstone Inc.

Financial Services
9
+ 0.4%
$148.45 - $199.05 $1.34K - $1.79K
2.28K $392K
PSX
Phillips 66

Energy
678
+ 31.77%
$110.35 - $138.93 $74.8K - $94.2K
2.81K $320K
IBMP
Ishares Tr Ibonds December 202

ETFs
1.37K
+ 6.1%
$25.08 - $25.43 $34.4K - $34.8K
23.8K $599K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
908
+ 0.14%
$20.6 - $20.71 $18.7K - $18.8K
652K $13.5M
IT
Gartner Inc

Technology
55
+ 13.75%
$481.22 - $551.8 $26.5K - $30.3K
455 $220K
MDLZ
Mondelez International, Inc.

Consumer Defensive
957
+ 33.18%
$59.25 - $72.99 $56.7K - $69.9K
3.84K $229K
IBM
International Business Machines Corp

Technology
75
+ 2.5%
$204.9 - $238.04 $15.4K - $17.9K
3.07K $674K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.51%
$178.39 - $215.0 $1.07K - $1.29K
1.18K $227K
Creative Media & Cmnty Tr
10K
New
N/A
10K $0
OVL
Listed Fds Tr Overlay Shs Larg
10.9K
+ 10.12%
N/A
118K $0
Blackrock Inc
1.92K
New
N/A
1.92K $0
Creative Media & Cmnty Tr
8K
New
N/A
8K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
12.1K
+ 19.34%
N/A
74.8K $0
CRTDW
Creatd Inc Wt Exp 09/15/25
148K
New
$0.0 - $0.0 $0 - $0
148K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
473
+ 3.83%
$80.13 - $83.77 $37.9K - $39.6K
12.8K $1.03M
XLU
Utilities Sector Spdr

ETFs
3.25K
+ 6.39%
$74.89 - $82.93 $243K - $269K
54.1K $4.09M
MMM
3 M CO

Industrials
33
+ 1.08%
$124.74 - $137.12 $4.12K - $4.52K
3.08K $397K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
155
+ 0.27%
$44.33 - $49.55 $6.87K - $7.68K
58.4K $2.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.27K
+ 3.0%
$57.53 - $60.83 $246K - $260K
146K $8.42M
MRK
Merck & Co., Inc.

Healthcare
2.81K
+ 10.94%
$96.31 - $114.76 $271K - $323K
28.5K $2.84M
XLB
Select Sector Spdr Fd Material

ETFs
3.57K
+ 11.12%
$83.8 - $97.58 $300K - $349K
35.7K $3.01M
NEE
Nextera Energy Inc

Utilities
950
+ 6.88%
$69.77 - $85.43 $66.3K - $81.2K
14.8K $1.06M
JNJ
Johnson & Johnson

Healthcare
3.05K
+ 8.43%
$143.34 - $165.86 $437K - $505K
39.2K $5.67M
AMGN
Amgen Inc

Healthcare
784
+ 11.31%
$258.78 - $328.31 $203K - $257K
7.72K $2.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
141K
+ 196.0%
$26.93 - $84.95 $3.79M - $12M
212K $5.81M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.23K
+ 3.65%
$40.06 - $45.21 $169K - $191K
120K $4.88M
LLY
Eli Lilly & CO

Healthcare
904
+ 10.38%
$727.2 - $932.06 $657K - $843K
9.62K $7.42M
ABBV
Abb Vie Inc.

Healthcare
915
+ 3.77%
$164.99 - $203.87 $151K - $187K
25.2K $4.48M
JMBS
Janus Detroit Str Tr Henderson

ETFs
16.6K
+ 3.49%
$44.03 - $46.65 $732K - $775K
493K $21.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.84K
+ 2.06%
$99.2 - $108.47 $183K - $200K
91.4K $9.1M
Activity Summary
Buys All Purchases 106 New Holdings 17 Increased Positions 89 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email