My Legacy Advisors, LLC Incresed Positions in Q3 2024

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
14.9K
+ 30.4%
$51.72 - $57.96 $769K - $862K
63.8K $3.67M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.77K
+ 42.25%
$218.05 - $243.47 $603K - $673K
9.31K $2.27M
IWS
Ishares Russell Midcap Value E

ETFs
693
+ 7.25%
$119.52 - $132.25 $82.8K - $91.6K
10.3K $1.36M
VOE
Vanguard Mid Cap Value Index F

ETFs
426
+ 5.8%
$149.02 - $167.67 $63.5K - $71.4K
7.77K $1.3M
META
Meta Platforms, Inc.

Communication Services
198
+ 17.51%
$453.41 - $572.44 $89.8K - $113K
1.33K $760K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.62K
+ 13.17%
$51.02 - $52.74 $134K - $138K
22.5K $1.18M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.28K
+ 19.37%
$50.85 - $53.88 $116K - $123K
14K $754K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
974
+ 50.52%
$114.73 - $120.23 $112K - $117K
2.9K $347K
TFC
Truist Financial Corp

Financial Services
1.57K
+ 15.77%
$38.22 - $44.94 $59.9K - $70.4K
11.5K $491K
SUB
Ishares Short Term National Mu

ETFs
830
+ 23.52%
$104.3 - $106.3 $86.6K - $88.2K
4.36K $462K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 0.66%
$255.18 - $283.2 $5.87K - $6.51K
3.52K $997K
ABT
Abbott Laboratories

Healthcare
92
+ 2.25%
$100.07 - $118.13 $9.21K - $10.9K
4.18K $476K
IWM
Ishares Russell 2000 ETF

ETFs
71
+ 4.0%
$200.87 - $224.6 $14.3K - $15.9K
1.85K $407K
NFLX
Netflix Inc

Communication Services
32
+ 5.46%
$598.55 - $722.26 $19.2K - $23.1K
618 $438K
USXF
Ishares Esg Advanced Msci Usa

Technology
3
+ 0.04%
$43.59 - $49.35 $131 - $148
7.58K $372K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
165
+ 1.09%
$22.51 - $23.92 $3.71K - $3.95K
15.3K $363K
KMB
Kimberly Clark Corp

Consumer Defensive
76
+ 4.56%
$135.05 - $148.35 $10.3K - $11.3K
1.74K $247K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2
+ 0.04%
$46.18 - $48.92 $92.4 - $97.8
4.54K $220K
Blackrock ETF Trust Ii
2.18K
+ 7.7%
N/A
30.5K $0
AVGO
Broadcom Inc.

Technology
3.16K
+ 807.93%
$136.27 - $1745.86 $430K - $5.52M
3.55K $612K
CTAS
Cintas Corp

Industrials
6.9K
+ 212.7%
$201.38 - $819.83 $1.39M - $5.66M
10.1K $2.09M
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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