Legacy Financial Advisors, Inc. QSY Holdings History
Legacy Financial Advisors, Inc.'s WISDOMTREE U.S. VALUE FUND Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 217,300.00 shares of WISDOMTREE U.S. VALUE FUND(QSY), totaling $17.86 Mil. This investment constitutes 2.99% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds -% of the outstanding WISDOMTREE U.S. VALUE FUND(QSY) stock.
The initial trade took place in 2024Q1. And since then Legacy Financial Advisors, Inc. has made 3 purchases of QSY, at an average price of $70.87, for a total of 217,570.00 shares. In addition, there have been 2 sales at an average price of $84.54 for 270.00 shares. Based on historical transaction data and QSY's current price of $63.37, Legacy Financial Advisors, Inc.'s estimated gain on his QSY holdings is $-1.63 Mil, reflecting a -10.55% gain to date.
Legacy Financial Advisors, Inc. QSY ($63.37) Holding Chart
Legacy Financial Advisors, Inc. QSY ($63.37) 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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