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Legacy Wealth Management (Mississippi)’s Eaton ETN Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-894
Closed -$297K – 98
2024
Q4 		$297K Sell
894
-267
-23% -$93.7K 0.12% 80
2024
Q3 		$385K Buy
+1,161
New +$355K 0.14% 79

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ETN Position: Q1 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Eaton (ETN) in Q1 2025, closing a stake of 894 shares — an estimated $297K sold.

Legacy Wealth Management (Mississippi) first reported a position in ETN in Q3 2024 and held it in 2 quarters. The position peaked at $385K in Q3 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Legacy Wealth Management (Mississippi) reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 894 Eaton shares in Q1 2025, an estimated $297K.
  • Legacy Wealth Management (Mississippi) first reported a position in Eaton in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Mississippi)'s Eaton position peaked at $385K in Q3 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2025, filed 3 Apr 2025.