Legacy-Wealth-Managment-Llcid
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 812
- Total Value
- 63009392
- Accession Number
- 0002044858-25-000007
- Form Type
- 13F-HR
- Manager Name
- Legacy-Wealth-Managment-Llcid
Data Enrichment
72% identified583 identified229 unidentified
Holdings
812 positions • $63.0M total value
Manager:
Search and click to pin securities to the top
Page 41 of 41
G6055H155
Shares:17
Value:$69
% of Portfolio:0.0% ($69/$63.0M)
M1R79L104
Shares:14
Value:$31
% of Portfolio:0.0% ($31/$63.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusipG6055H155)✕ | 17 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $69 | 0.0% ($69/$63.0M) | YoY- |
| 6 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $64 | 0.0% ($64/$63.0M) | YoY- | |
Symbotic Inc.(SYMcusip87151X101) | 3 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $61 | 0.0% ($61/$63.0M) | YoY- |
| 7 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $56 | 0.0% ($56/$63.0M) | QoQ -13.84% (-$9)YoY- | |
C3.ai, Inc.(AIcusip12468P104) | 2 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $43 | 0.0% ($43/$63.0M) | YoY- |
| 30 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $34 | 0.0% ($34/$63.0M) | YoY- | |
(cusipM1R79L104)✕ | 14 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $31 | 0.0% ($31/$63.0M) | YoY- |
| 60 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $21 | 0.0% ($21/$63.0M) | YoY- | |
| 3 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $15 | 0.0% ($15/$63.0M) | QoQ 0.00% (+$0)YoY- | |
| 4 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $12 | 0.0% ($12/$63.0M) | QoQ -7.69% (-$1)YoY- | |
| 12 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $8 | 0.0% ($8/$63.0M) | QoQ -20.00% (-$2)YoY- | |
| 5 | QoQ NEW(+5) YoY- | All Managers (Combined) | $2 | 0.0% ($2/$63.0M) | QoQ NEW(+$2) YoY- |