Legacy Wealth Managment, LLC/ID

Q3 2024 13F Holdings Report, Options Holdings

Signature - Title
Jefferson H. West - Chief Compliance Officer
Location
Boise, ID
Options holdings as of
September 30, 2024
Notional value $
$7.67M
Number of holdings
0
Date filed
11/15/2024, 03:36 PM
Description
All US holdings of this investor are reported in this report.
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
* 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 11/15/2024

Other Included Managers (1):

Num Name Location File Number
1 Legacy Investment Solutions, LLC Meridian, ID 028-24502