Legacy Private Trust Co. Sells in Q4 2024

Legacy Private Trust Co.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-1.96K
- 3.05%
$23.48 - $23.73 $45.9K - $46.4K
62.1K $1.46M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-867
- 1.01%
$61.68 - $67.87 $53.5K - $58.8K
84.7K $5.28M
NKE
Nike, Inc.

Consumer Cyclical
-107
- 3.35%
$73.36 - $89.13 $7.85K - $9.54K
3.09K $233K
TRV
Travelers Companies, Inc.

Financial Services
-235
- 14.66%
$225.97 - $266.66 $53.1K - $62.7K
1.37K $329K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-493
- 14.19%
$81.68 - $82.93 $40.3K - $40.9K
2.98K $244K
SYK
Stryker Corp

Healthcare
-108
- 7.0%
$345.14 - $392.15 $37.3K - $42.4K
1.43K $516K
VV
Vanguard Large Cap ETF

ETFs
-290
- 4.42%
$260.27 - $280.65 $75.5K - $81.4K
6.27K $1.69M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-150
- 1.09%
$69.58 - $74.87 $10.4K - $11.2K
13.7K $956K
ACN
Accenture PLC

Technology
-48
- 0.48%
$343.9 - $376.86 $16.5K - $18.1K
9.97K $3.51M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-222
- 6.3%
$126.68 - $134.74 $28.1K - $29.9K
3.3K $421K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-350
- 9.66%
$100.18 - $109.1 $35.1K - $38.2K
3.28K $343K
ABT
Abbott Laboratories

Healthcare
-32
- 0.18%
$111.93 - $119.39 $3.58K - $3.82K
17.3K $1.96M
BFC
Bank First Corp

Financial Services
-500
- 13.68%
$86.5 - $108.79 $43.3K - $54.4K
3.16K $312K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-136
- 2.08%
$90.66 - $99.46 $12.3K - $13.5K
6.4K $581K
HST
Host Hotels & Resorts, Inc.

Real Estate
-410
- 1.64%
$17.24 - $19.07 $7.07K - $7.82K
24.6K $431K
VB
Vanguard Small Cap ETF

ETFs
-45
- 2.51%
$233.76 - $261.58 $10.5K - $11.8K
1.75K $420K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-100
- 1.62%
$33.7 - $37.69 $3.37K - $3.77K
6.09K $209K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-400
- 2.86%
$41.96 - $43.69 $16.8K - $17.5K
13.6K $587K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-2.99K
- 10.1%
N/A
26.6K $0
Linde PLC
-247
- 1.87%
N/A
12.9K $0
Brookfield Corp
-640
- 7.62%
N/A
7.76K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.7K
- 1.35%
N/A
124K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.4K
- 34.93%
N/A
4.48K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.4K
- 4.08%
N/A
32.9K $0
XLC
Select Sector Spdr Tr Communic

ETFs
-175
- 5.69%
$89.66 - $102.16 $15.7K - $17.9K
2.9K $280K
XLY
Select Sector Spdr Consumer Di

ETFs
-125
- 6.94%
$194.8 - $239.43 $24.4K - $29.9K
1.68K $376K
CMI
Cummins Inc

Industrials
-10
- 1.08%
$324.93 - $383.42 $3.25K - $3.83K
920 $320K
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 0.66%
$567.81 - $607.81 $13.6K - $14.6K
3.63K $2.13M
AZO
Autozone Inc

Consumer Cyclical
-9
- 0.75%
$2981.19 - $3370.27 $26.8K - $30.3K
1.2K $3.84M
CSM
Proshares Large Cap Core Plus

ETFs
-318
- 0.33%
$64.59 - $69.02 $20.5K - $21.9K
97.5K $6.45M
IYW
Ishares Dj Us Tech ETF

ETFs
-225
- 1.88%
$148.14 - $166.23 $33.3K - $37.4K
11.7K $1.87M
TMUS
T Mobile Us, Inc.

Communication Services
-28
- 0.47%
$206.1 - $246.94 $5.77K - $6.91K
5.91K $1.3M
USB
Us Bancorp \De\

Financial Services
-237
- 0.52%
$43.98 - $53.66 $10.4K - $12.7K
45.8K $2.19M
COST
Costco Wholesale Corp

Consumer Defensive
-179
- 2.07%
$873.59 - $994.69 $156K - $178K
8.45K $7.74M
CRM
Salesforce, Inc.

Technology
-472
- 8.77%
$270.87 - $367.87 $128K - $174K
4.91K $1.64M
CSCO
Cisco Systems, Inc.

Technology
-694
- 1.61%
$52.45 - $60.02 $36.4K - $41.7K
42.5K $2.51M
BAC
Bank Of America Corp

Financial Services
-3.76K
- 3.03%
$39.22 - $47.77 $147K - $180K
120K $5.29M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.2K
- 1.7%
$570.51 - $610.59 $2.97M - $3.17M
300K $177M
AMP
Ameriprise Financial Inc

Financial Services
-422
- 2.88%
$473.15 - $574.01 $200K - $242K
14.2K $7.59M
GS
Goldman Sachs Group Inc

Financial Services
-295
- 2.64%
$486.1 - $608.57 $143K - $180K
10.9K $6.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-117
- 1.96%
$213.65 - $479.86 $25K - $56.1K
5.87K $2.37M
NVDA
Nvidia Corp

Technology
-14.1K
- 4.58%
$117.0 - $148.88 $1.65M - $2.1M
293K $39.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-543
- 0.52%
$180.88 - $232.93 $98.2K - $126K
105K $22.9M
AVGO
Broadcom Inc.

Technology
-1.57K
- 1.57%
$159.67 - $250.0 $251K - $393K
98.7K $22.9M
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