Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-565
Closed -$13K – 367
2023
Q3 		$13K Buy
+565
New +$13.1K ﹤0.01% 318

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AI
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JP Morgan Chase
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Wells Fargo
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UBS Group
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Legacy Financial Group (Iowa)'s PALL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2023, closing a stake of 565 shares — an estimated $13K sold.

Legacy Financial Group (Iowa) first reported a position in PALL in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 60 funds tracked by Wall St. Rank hold PALL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 565 abrdn Physical Palladium Shares ETF shares in Q4 2023, an estimated $13K.
  • Legacy Financial Group (Iowa) first reported a position in abrdn Physical Palladium Shares ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s abrdn Physical Palladium Shares ETF position peaked at $13K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2023.

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