LWMI
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Legacy Wealth Management (Idaho)’s ePlus PLUS Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PLUS Stock Details PLUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$367 – 830
2025
Q1 		$367 Hold
6
– – ﹤0.01% 720
2024
Q4 		$423 Buy
+6
New +$423 ﹤0.01% 672