Legacy Wealth Managment, LLC/ID

Q3 2024 13F Detailed Holdings

Location
Boise, ID
Holdings as of
9/30/2024
Value
$172M
Value excl. options
$164M
Num holdings
743
Date filed
11/15/2024
Form type
13F-HR
Prev filing
Next filing
2/13/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

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