Legacy Financial Group (Iowa)
STXG icon

Legacy Financial Group (Iowa)’s Strive 1000 Growth ETF STXG Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-495
Closed -$14.9K – 451
2023
Q3 		$14.9K Buy
+495
New +$15.5K ﹤0.01% 304

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WCM
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VFG
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Legacy Financial Group (Iowa)'s STXG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Strive 1000 Growth ETF (STXG) in Q4 2023, closing a stake of 495 shares — an estimated $14.9K sold.

Legacy Financial Group (Iowa) first reported a position in STXG in Q3 2023 and held it in 1 quarter. The position peaked at $14.9K in Q3 2023. 16 funds tracked by Wall St. Rank hold STXG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Strive 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 495 Strive 1000 Growth ETF shares in Q4 2023, an estimated $14.9K.
  • Legacy Financial Group (Iowa) first reported a position in Strive 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Strive 1000 Growth ETF position peaked at $14.9K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q4 2023.

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