Legacy Financial Group (Iowa)’s Eaton ETN Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$42.7K	–	179
2023 Q3	$42.7K	Buy	+200	New	+$43.1K	0.01%	194

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Legacy Financial Group (Iowa) sold out of Eaton (ETN) in Q4 2023, closing a stake of 200 shares — an estimated $42.7K sold.

Legacy Financial Group (Iowa) first reported a position in ETN in Q3 2023 and held it in 1 quarter. The position peaked at $42.7K in Q3 2023. 1,815 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Eaton position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 200 Eaton shares in Q4 2023, an estimated $42.7K.
Legacy Financial Group (Iowa) first reported a position in Eaton in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Eaton position peaked at $42.7K in Q3 2023.
1,815 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

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