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
BX
Blackstone Inc.

Financial Services
40
+ 1.79%
$120.77 - $159.66 $4.83K - $6.39K
2.27K $347K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.13K
+ 8.81%
$39.18 - $42.26 $44.4K - $47.8K
14K $590K
VUG
Vanguard Growth ETF

ETFs
136
+ 13.22%
$341.08 - $391.94 $46.4K - $53.3K
1.17K $447K
PM
Philip Morris International Inc.

Consumer Defensive
55
+ 2.14%
$101.25 - $127.45 $5.57K - $7.01K
2.62K $318K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
345
+ 10.52%
$91.37 - $101.65 $31.5K - $35.1K
3.63K $368K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
119
+ 3.5%
$117.9 - $128.2 $14K - $15.3K
3.52K $451K
VB
Vanguard Small Cap ETF

ETFs
36
+ 2.05%
$214.77 - $237.72 $7.73K - $8.56K
1.8K $426K
XLY
Select Sector Spdr Consumer Di

ETFs
15
+ 0.84%
$170.05 - $200.86 $2.55K - $3.01K
1.8K $361K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
128
+ 2.61%
$75.88 - $83.21 $9.71K - $10.7K
5.03K $418K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
391
+ 7.36%
$43.21 - $46.51 $16.9K - $18.2K
5.71K $265K
VIG
Vanguard Dividend Appreciation

ETFs
62
+ 1.8%
$182.15 - $182.15 $11.3K - $11.3K
3.51K $639K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
5.68K
+ 23.77%
N/A
29.6K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
1.29K
+ 3.91%
N/A
34.3K $0
OVL
Listed Fds Tr Overlay Shs Larg
7.76K
+ 7.79%
N/A
107K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.07K
+ 1.73%
N/A
62.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
26.8K
+ 27.15%
N/A
126K $0
WFC
Wells Fargo & Company

Financial Services
190
+ 3.45%
$51.58 - $60.97 $9.8K - $11.6K
5.7K $321K
AMZN
Amazon Com Inc

Consumer Cyclical
3.61K
+ 3.56%
$161.02 - $200.0 $582K - $723K
105K $19.6M
GOOG
Alphabet Inc.

Communication Services
76
+ 1.08%
$149.54 - $192.66 $11.4K - $14.6K
7.11K $1.19M
AMAT
Applied Materials Inc

Technology
14
+ 0.37%
$174.88 - $254.97 $2.45K - $3.57K
3.79K $765K
ADBE
Adobe Inc.

Technology
155
+ 2.69%
$508.13 - $586.55 $78.8K - $90.9K
5.92K $3.06M
MRK
Merck & Co., Inc.

Healthcare
537
+ 2.13%
$111.15 - $128.97 $59.7K - $69.3K
25.7K $2.92M
CVX
Chevron Corp

Energy
1.47K
+ 3.07%
$137.88 - $161.97 $202K - $238K
49.2K $7.24M
GOOGL
Alphabet Inc.

Communication Services
2.99K
+ 2.29%
$148.65 - $191.18 $445K - $572K
133K $22.1M
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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