Legacy Private Trust Co. Incresed Positions in Q3 2024

Legacy Private Trust Co.

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
81.6K
+ 19.5%
$255.18 - $283.2 $20.8M - $23.1M
500K $142M
VXF
Vanguard Extended Market ETF

ETFs
22.1K
+ 8.04%
$163.98 - $182.92 $3.63M - $4.05M
297K $54.1M
AAPL
Apple Inc.

Technology
2.51K
+ 1.42%
$207.23 - $234.82 $520K - $590K
180K $41.9M
GE
General Electric CO

Industrials
14.9K
+ 330.21%
$156.66 - $189.66 $2.34M - $2.83M
19.5K $3.67M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.19K
+ 2.0%
$96.25 - $101.98 $596K - $631K
315K $31.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
12.4K
+ 6.19%
$90.01 - $95.32 $1.12M - $1.18M
213K $20.1M
EDV
Vanguard Extended Duration Tre

ETFs
7.02K
+ 3.78%
$70.73 - $83.52 $497K - $586K
193K $15.4M
META
Meta Platforms, Inc.

Communication Services
253
+ 1.18%
$453.41 - $572.44 $115K - $145K
21.7K $12.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.3K
+ 7.57%
$95.1 - $106.76 $599K - $673K
89.5K $9.56M
AVGO
Broadcom Inc.

Technology
90.4K
+ 914.86%
$136.27 - $1745.86 $12.3M - $158M
100K $17.3M
ABBV
Abb Vie Inc.

Healthcare
3.77K
+ 18.36%
$163.84 - $199.33 $618K - $751K
24.3K $4.8M
QCOM
Qualcomm Inc

Technology
7.61K
+ 246.89%
$156.12 - $209.64 $1.19M - $1.6M
10.7K $1.82M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.34K
+ 33.16%
$100.75 - $111.62 $840K - $931K
33.5K $3.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
+ 2.35%
$105.53 - $118.34 $193K - $216K
79.5K $9.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.76K
+ 7.37%
$54.98 - $59.51 $537K - $581K
142K $8.46M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
30.7K
+ 8.15%
$21.7 - $22.6 $667K - $694K
408K $9.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
824
+ 4.44%
$475.2 - $527.7 $392K - $435K
19.4K $10.2M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
34.9K
+ 5.39%
$19.2 - $19.63 $669K - $684K
682K $13.3M
TJX
Tjx Companies Inc

Consumer Cyclical
5.74K
+ 29.66%
$107.93 - $120.23 $619K - $690K
25.1K $2.95M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.6K
+ 6.48%
$21.96 - $22.69 $561K - $580K
420K $9.51M
XLB
Select Sector Spdr Fd Material

ETFs
5.02K
+ 18.49%
$86.95 - $97.09 $436K - $487K
32.2K $3.1M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
20K
+ 5.71%
$19.11 - $20.18 $382K - $403K
370K $7.43M
AZO
Autozone Inc

Consumer Cyclical
141
+ 13.21%
$2815.0 - $3212.87 $397K - $453K
1.21K $3.81M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.89K
+ 3.15%
$72.41 - $86.76 $137K - $164K
61.9K $5.1M
GS
Goldman Sachs Group Inc

Financial Services
153
+ 1.39%
$459.02 - $510.25 $70.2K - $78.1K
11.2K $5.52M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
18K
+ 2.84%
$20.47 - $20.71 $368K - $373K
651K $13.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
101
+ 1.3%
$405.19 - $478.57 $40.9K - $48.3K
7.86K $3.62M
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 0.52%
$333.64 - $405.2 $12K - $14.6K
6.9K $2.8M
NFLX
Netflix Inc

Communication Services
419
+ 15.09%
$598.55 - $722.26 $251K - $303K
3.2K $2.27M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
62
+ 0.06%
$37.68 - $42.0 $2.34K - $2.6K
100K $4.16M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.32K
+ 9.65%
$50.61 - $50.96 $269K - $271K
60.4K $3.08M
MSFT
Microsoft Corp

Technology
3.2K
+ 4.87%
$395.15 - $467.56 $1.27M - $1.5M
69K $29.7M
LLY
Eli Lilly & CO

Healthcare
471
+ 5.72%
$772.14 - $960.02 $364K - $452K
8.71K $7.72M
XLK
Technology Sector Spdr

ETFs
1.15K
+ 9.53%
$197.34 - $237.68 $226K - $272K
13.2K $2.97M
XOM
Exxon Mobil Corp

Energy
1.6K
+ 7.5%
$109.72 - $119.0 $176K - $191K
23K $2.69M
V
Visa Inc.

Financial Services
449
+ 5.14%
$253.74 - $291.56 $114K - $131K
9.18K $2.52M
IEFA
Ishares Tr

ETFs
2.3K
+ 30.48%
$70.09 - $78.74 $161K - $181K
9.84K $767K
VTV
Vanguard Value ETF

ETFs
808
+ 25.66%
$159.75 - $174.57 $129K - $141K
3.96K $690K
BAC
Bank Of America Corp

Financial Services
4.61K
+ 3.86%
$36.65 - $44.13 $169K - $204K
124K $4.93M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
765
+ 4.3%
$114.73 - $120.23 $87.8K - $92K
18.6K $2.22M
EMR
Emerson Electric CO

Industrials
1.56K
+ 9.65%
$98.19 - $118.87 $153K - $185K
17.7K $1.93M
ALL
Allstate Corp

Financial Services
6
+ 0.12%
$158.43 - $192.86 $951 - $1.16K
5.08K $962K
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 1.67%
$517.38 - $573.86 $31K - $34.4K
3.65K $2.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
449
+ 1.37%
$39.47 - $49.4 $17.7K - $22.2K
33.1K $1.57M
PG
Procter & Gamble CO

Consumer Defensive
99
+ 0.73%
$160.76 - $177.82 $15.9K - $17.6K
13.6K $2.36M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.83K
+ 2.25%
$19.2 - $19.82 $54.3K - $56.1K
129K $2.54M
AMGN
Amgen Inc

Healthcare
122
+ 1.79%
$309.38 - $337.38 $37.7K - $41.2K
6.93K $2.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
+ 0.78%
$247.34 - $300.11 $3.96K - $4.8K
2.06K $613K
TLT
Ishares Barclays 20+ Year Trea

ETFs
388
+ 5.29%
$89.91 - $101.33 $34.9K - $39.3K
7.73K $758K
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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