Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ares Management ARES Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-264
Closed -$27.2K – 59
2023
Q3 		$27.2K Buy
+264
New +$27.2K 0.01% 236