Legend Financial Advisors, Inc. LCR Holdings History
Legend Financial Advisors, Inc.'s Managed Leuthold Core ETF Holding Summary
As of 2025-03-31, Legend Financial Advisors, Inc. held 240,984.00 shares of Managed Leuthold Core ETF(LCR), totaling $8.26 Mil. This investment constitutes 6.07% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 12.17% of the outstanding Managed Leuthold Core ETF(LCR) stock.
The initial trade took place in 2022Q3. And since then Legend Financial Advisors, Inc. has made 4 purchases of LCR, at an average price of $28.90, for a total of 271,222.00 shares. In addition, there have been 7 sales at an average price of $31.67 for 30,238.00 shares. Based on historical transaction data and LCR's current price of $36.05, Legend Financial Advisors, Inc.'s estimated gain on his LCR holdings is $1.81 Mil, reflecting a 23.05% gain to date.
Legend Financial Advisors, Inc. LCR ($36.05) Holding Chart
Legend Financial Advisors, Inc. LCR ($36.05) 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 % | |||
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