Legacy Advisors, LLC JGRW Holdings History

Number of Shares
1.67 Mil
Current Holdings Value*
$42.55 Mil
% of Portfolio
4.38%
Total Estimate Gain
$-241,864.59
% of Total Estimate Gain
-0.53%

Legacy Advisors, LLC's Jensen Quality Growth ETF Holding Summary

As of 2025-03-31, Legacy Advisors, LLC held 1.67 Mil shares of Jensen Quality Growth ETF(JGRW), totaling $42.55 Mil. This investment constitutes 4.38% of their stock portfolio, and Legacy Advisors, LLC now holds 44.06% of the outstanding Jensen Quality Growth ETF(JGRW) stock.

The initial trade took place in 2024Q3. And since then Legacy Advisors, LLC has made 2 purchases of JGRW, at an average price of $26.50, for a total of 1.72 Mil shares. In addition, there have been 1 sales at an average price of $26.13 for 51,881.00 shares. Based on historical transaction data and JGRW's current price of $26.37, Legacy Advisors, LLC's estimated gain on his JGRW holdings is $-241,864.59, reflecting a -0.53% gain to date.

Legacy Advisors, LLC JGRW ($26.37) Holding Chart

Legacy Advisors, LLC JGRW ($26.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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