Legacy Investment Solutions, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Jefferson H. West - Chief Compliance Officer
Location
Meridian, ID
Holdings as of
30 Sep 2024
Value $
$145,792,151
Num holdings
698
Filing time
14 Nov 2024, 18:03:44 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BITO, BIL, GBIL, SVOL, and EETH.
Next filing
Q4 2024 - 14 Feb 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jefferson H. West Chief Compliance Officer Boise, Idaho 14 Nov 2024

Other Included Managers (1):

Num Name Location File Number
1 Legacy Wealth Management, LLC