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Beneficient Class A Common Sto shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Beneficient Class A Common Sto (BENF) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Beneficient Class A Common Sto

Tip: Access up to 7 years of quarterly data

All positions including Beneficient Class A Common Sto held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Beneficient Class A Common Sto by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1k 2.5k 1.25

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NeoVo (NEOV)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Proshares Tr Ether Etf (EETH)
Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

Top funds holding Beneficient Class A Common Sto

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