Legacy Wealth Managment, LLC/ID

Q4 2024 13F Holdings

Location
Boise, ID
Holdings as of
12/31/2024
Value
$156M
Value excl. options
$152M
Num holdings
752
Date filed
2/13/2025
Form type
13F-HR
Prev filing
11/15/2024
Next filing
5/16/2025
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type