LWMI
IPG

Legacy Wealth Management (Idaho)’s Interpublic Group of Companies IPG Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56
Closed -$1.56K – 945
2025
Q3 		$1.56K Hold
56
– – ﹤0.01% 574
2025
Q2 		$1.37K Sell
56
-353
-86% -$8.58K ﹤0.01% 561
2025
Q1 		$11.1K Buy
409
+353
+630% +$9.68K 0.01% 312
2024
Q4 		$1.54K Sell
56
-425
-88% -$12.7K ﹤0.01% 537
2024
Q3 		$14.1K Buy
+481
New +$14.8K 0.01% 264

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $787M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return