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Legacy Wealth Management (Idaho)’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$43.6K Sell
893
-302
-25% -$14.7K 0.02% 164
2025
Q1 		$41.6K Buy
+1,195
New +$41.6K 0.03% 159