Legacy Wealth Managment, LLC/ID

13F Filings History

Latest 13F report
Q3 2024 - Nov 15, 2024
Value $
$146M
Signature - Title
Jefferson H. West - Chief Compliance Officer
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Managment, LLC/ID. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Managment, LLC/ID reported 698 stock holdings with total value $146M as of Q3 2024. Top holdings included BITO, BIL, GBIL, SVOL, and EETH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 698 $146M $0 $0 BITO, BIL, GBIL, SVOL, EETH 13F-HR 11/15/2024, 03:36 PM