LWMI
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Legacy Wealth Management (Idaho)’s Flex FLEX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$999 Hold
20
– – ﹤0.01% 589
2025
Q1 		$662 Hold
20
– – ﹤0.01% 672
2024
Q4 		$864 Hold
20
– – ﹤0.01% 601
2024
Q3 		$758 Buy
+20
New +$758 ﹤0.01% 566