Legend Financial Advisors, Inc. Wisdomtree Tr Cloud Computing Transaction History

Legend Financial Advisors, Inc.

$145 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	BUY	$29.8 - $34.36 $8,344 - $9,620	280 New	280 $8.85 Million
Q2 2022 Aug 08, 2022	SELL	$25.93 - $42.92 $165,018 - $273,142	-6,364 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$33.58 - $51.3 $13,096 - $20,007	390 Added 6.53%	6,364 $366,000
Q4 2021 Feb 14, 2022	SELL	$49.99 - $65.33 $19,496 - $25,478	-390 Reduced 6.13%	5,974 $310,000
Q3 2021 Nov 15, 2021	SELL	$54.26 - $63.07 $1,465 - $1,702	-27 Reduced 0.42%	6,364 $366,000
Q2 2021 Aug 02, 2021	SELL	$44.5 - $57.05 $224,013 - $287,189	-5,034 Reduced 44.06%	6,391 $357,000
Q1 2021 May 17, 2021	BUY	$46.25 - $60.4 $35,612 - $46,508	770 Added 7.23%	11,425 $550,000
Q4 2020 Feb 16, 2021	BUY	$41.46 - $57.2 $441,756 - $609,466	10,655 New	10,655 $571,000

Others Institutions Holding WCLD

# of Institutions

123

Shares Held

5.63M

Call Options Held

10.9K

Put Options Held

4.6K

Jpmorgan Chase & CO New York, NY

596K
Shares

$19.8 Million
0.0% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

385K
Shares

$12.8 Million
1.13% of portfolio
Endurance Services LTD Purchase, NY

355K
Shares

$11.8 Million
2.38% of portfolio
Selective Wealth Management, Inc.

324K
Shares

$10.8 Million
4.32% of portfolio
Morgan Stanley New York, NY

323K
Shares

$10.8 Million
0.0% of portfolio

About WISDOMTREE TR CLOUD COMPUTING

Ticker WCLD
Sector ETFs
Industry ETFs

More about WCLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.