Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-153
Closed -$7.54K – 205
2023
Q3 		$7.54K Buy
+153
New +$8.01K ﹤0.01% 354

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HBT
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WSWA
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LPL Financial
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BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

Legacy Financial Group (Iowa) sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q4 2023, closing a stake of 153 shares — an estimated $7.54K sold.

Legacy Financial Group (Iowa) first reported a position in GII in Q3 2023 and held it in 1 quarter. The position peaked at $7.54K in Q3 2023. 83 funds tracked by Wall St. Rank hold GII as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 153 State Street SPDR S&P Global Infrastructure ETF shares in Q4 2023, an estimated $7.54K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street SPDR S&P Global Infrastructure ETF position peaked at $7.54K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q4 2023.

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