Number of Shares
162,369.00
Current Holdings Value*
$6.13 Mil
% of Portfolio
1.69%
Total Estimate Gain
$572,701.41
% of Total Estimate Gain
9.29%

Legacy Wealth Asset Management, LLC's Inspire Global Hope ETF Holding Summary

As of 2025-03-31, Legacy Wealth Asset Management, LLC held 162,369.00 shares of Inspire Global Hope ETF(BLES), totaling $6.13 Mil. This investment constitutes 1.69% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 4.92% of the outstanding Inspire Global Hope ETF(BLES) stock.

The initial trade took place in 2021Q3. And since then Legacy Wealth Asset Management, LLC has made 14 purchases of BLES, at an average price of $37.46, for a total of 164,630.00 shares. In addition, there have been 1 sales at an average price of $32.75 for 2,261.00 shares. Based on historical transaction data and BLES's current price of $41.05, Legacy Wealth Asset Management, LLC's estimated gain on his BLES holdings is $572,701.41, reflecting a 9.29% gain to date.

Legacy Wealth Asset Management, LLC BLES ($41.05) Holding Chart

Legacy Wealth Asset Management, LLC BLES ($41.05) 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 %

Top Ranked Articles

  • 1