Legacy Wealth Managment, LLC/ID
Holdings in PFX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,836 | 200 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $9,525 | 200 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $10,130 | 200 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $10,800 | 200 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $10,128 | 200 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $9,521 | 200 | Shares | Sole | 2024-11-15 |