Legacy Financial Group LLC ESN Holdings History
Legacy Financial Group LLC's Essential 40 Stock ETF Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 1.75 Mil shares of Essential 40 Stock ETF(ESN), totaling $28.07 Mil. This investment constitutes 3.92% of their stock portfolio, and Legacy Financial Group LLC now holds 23.37% of the outstanding Essential 40 Stock ETF(ESN) stock.
The initial trade took place in 2024Q4. And since then Legacy Financial Group LLC has made 2 purchases of ESN, at an average price of $15.25, for a total of 1.75 Mil shares. In addition, there have been 1 sales at an average price of $15.41 for 1,467.00 shares. Based on historical transaction data and ESN's current price of $16.18, Legacy Financial Group LLC's estimated gain on his ESN holdings is $1.62 Mil, reflecting a 6.08% gain to date.
Legacy Financial Group LLC ESN ($16.18) Holding Chart
Legacy Financial Group LLC ESN ($16.18) 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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