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Square Inc cl a shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Square Inc cl a

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All positions including Square Inc cl a held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 3.3k 84.58
2023-12-31 $248k 3.2k 77.35

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Nvidia Corp Stock (NVDA)

View all positions for Legacy Financial Advisors

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
FMR
Morgan Stanley
Sands Capital Management
Susquehanna International
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Wellington Management Company
Nikko Asset Management Americas
Geode Capital Management
Jpmorgan Chase & Co
Citadel Advisors
Loomis, Sayles and
Baillie Gifford & Co

View all funds holding Square Inc cl a