Number of Shares
60,001.00
Current Holdings Value*
$2.62 Mil
% of Portfolio
0.37%
Total Estimate Gain
$339,005.65
% of Total Estimate Gain
14.57%

Legacy Financial Group LLC's GLOBAL X FDS Holding Summary

As of 2025-06-30, Legacy Financial Group LLC held 60,001.00 shares of GLOBAL X FDS(AIQ), totaling $2.62 Mil. This investment constitutes 0.37% of their stock portfolio, and Legacy Financial Group LLC now holds 0.07% of the outstanding GLOBAL X FDS(AIQ) stock.

The initial trade took place in 2025Q2. And since then Legacy Financial Group LLC has made 1 purchases of AIQ, at an average price of $38.78, for a total of 60,001.00 shares. Based on historical transaction data and AIQ's current price of $44.43, Legacy Financial Group LLC's estimated gain on his AIQ holdings is $339,005.65, reflecting a 14.57% gain to date.

Legacy Financial Group LLC AIQ ($44.43) Holding Chart

Legacy Financial Group LLC AIQ ($44.43) 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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