Legacy Wealth Asset Management, LLC ISMD Holdings History
Legacy Wealth Asset Management, LLC's Inspire Small/Mid Cap ETF Holding Summary
As of 2025-03-31, Legacy Wealth Asset Management, LLC held 149,323.00 shares of Inspire Small/Mid Cap ETF(ISMD), totaling $5.09 Mil. This investment constitutes 1.41% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 2.93% of the outstanding Inspire Small/Mid Cap ETF(ISMD) stock.
The initial trade took place in 2021Q3. And since then Legacy Wealth Asset Management, LLC has made 13 purchases of ISMD, at an average price of $34.71, for a total of 150,949.00 shares. In addition, there have been 2 sales at an average price of $32.20 for 1,626.00 shares. Based on historical transaction data and ISMD's current price of $36.23, Legacy Wealth Asset Management, LLC's estimated gain on his ISMD holdings is $223,253.29, reflecting a 4.26% gain to date.
Legacy Wealth Asset Management, LLC ISMD ($36.23) Holding Chart
Legacy Wealth Asset Management, LLC ISMD ($36.23) 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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