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Legacy Wealth Management (Idaho)’s SS&C Technologies SSNC Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$580 Hold
7
– – ﹤0.01% 636
2025
Q1 		$585 Hold
7
– – ﹤0.01% 686
2024
Q4 		$607 Hold
7
– – ﹤0.01% 633
2024
Q3 		$524 Buy
+7
New +$524 ﹤0.01% 603