Legacy Financial Advisors, Inc. XC Holdings History
Legacy Financial Advisors, Inc.'s WisdomTree Emerging Markets Ex-China Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 640,754.00 shares of WisdomTree Emerging Markets Ex-China(XC), totaling $19.04 Mil. This investment constitutes 3.18% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 24.64% of the outstanding WisdomTree Emerging Markets Ex-China(XC) stock.
The initial trade took place in 2022Q4. And since then Legacy Financial Advisors, Inc. has made 9 purchases of XC, at an average price of $27.24, for a total of 642,785.00 shares. In addition, there have been 1 sales at an average price of $30.89 for 2,031.00 shares. Based on historical transaction data and XC's current price of $34.42, Legacy Financial Advisors, Inc.'s estimated gain on his XC holdings is $4.61 Mil, reflecting a 26.32% gain to date.
Legacy Financial Advisors, Inc. XC ($34.42) Holding Chart
Legacy Financial Advisors, Inc. XC ($34.42) 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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