Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust S&P REIT Index Fund FRI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-800
Closed -$18.3K – 194
2023
Q3 		$18.3K Buy
+800
New +$18.3K ﹤0.01% 276