Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Legacy Financial Advisors Inc.
  City: COVINGTON
  State: KY
  Zip: 41011
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $520,650,000
  Total Value Change : $20,945,000
  Securities Held Change : 34
   
All Securities Held : 299
  New Positions : 35
  Closed Positions : 13
  Increased Positions : 197
  Unchanged Positions : 7
  Decreased Positions : 60

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (S)1 Year Chart         S Sentinelone, Inc. 79 - $20.96 $1,043,000 38,000 0.2% 402,000 0 0.019    N/A
   (HLMN)1 Year Chart         HLMN Hillman Solutions Corp 81 - $9.59 $1,036,000 112,500 0.2% 108,000 0 0.054    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 212 - $133.68 $336,000 2,739 0.06% 49,000 0 0.001    Closed - End Fund - E...
   (M)1 Year Chart         M Macys Inc 213 - $19.06 $333,000 16,536 0.06% 141,000 0 0.005    Department Stores
   (UAA)1 Year Chart         UAA Under Armour Inc 234 - $6.64 $294,000 33,467 0.06% 65,000 0 0.018    Textile - Apparel Clo...
   (MDXG)1 Year Chart         MDXG Mimedx Group Inc 285 - $7.20 $158,000 17,968 0.03% 27,000 0 0.016    Medical Appliances & ...
   (PTON)1 Year Chart         PTON Peloton Interactive, Inc. 296 - $0.00 $63,000 10,370 0.01% 11,000 0 0.003    N/A

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results