Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s CME Group CME Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35
Closed -$7.01K – 115
2023
Q3 		$7.01K Buy
+35
New +$6.96K ﹤0.01% 358

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Legacy Financial Group (Iowa)'s CME Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of CME Group (CME) in Q4 2023, closing a stake of 35 shares — an estimated $7.01K sold.

Legacy Financial Group (Iowa) first reported a position in CME in Q3 2023 and held it in 1 quarter. The position peaked at $7.01K in Q3 2023. 1,361 funds tracked by Wall St. Rank hold CME as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining CME Group position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 35 CME Group shares in Q4 2023, an estimated $7.01K.
  • Legacy Financial Group (Iowa) first reported a position in CME Group in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s CME Group position peaked at $7.01K in Q3 2023.
  • 1,361 funds tracked by Wall St. Rank held CME Group as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.