Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco DB Precious Metals Fund DBP Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-91
Closed -$4.32K – 141
2023
Q3 		$4.32K Buy
+91
New +$4.53K ﹤0.01% 401

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TYCC
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GVAG
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CIM
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PI
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Envestnet Asset Management
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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Legacy Financial Group (Iowa) sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2023, closing a stake of 91 shares — an estimated $4.32K sold.

Legacy Financial Group (Iowa) first reported a position in DBP in Q3 2023 and held it in 1 quarter. The position peaked at $4.32K in Q3 2023. 35 funds tracked by Wall St. Rank hold DBP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco DB Precious Metals Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 91 Invesco DB Precious Metals Fund shares in Q4 2023, an estimated $4.32K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco DB Precious Metals Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco DB Precious Metals Fund position peaked at $4.32K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2023.

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