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Ida shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Ida (IDA) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Ida

Tip: Access up to 7 years of quarterly data

All positions including Ida held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 243 117.33

More positions owned by Legacy Wealth Managment

NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
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 Ida

BlackRock
Vanguard Group
Wellington Management Company
State Street Corporation
T. Rowe Price Investment Management
Victory Capital Management
Alliancebernstein
Morgan Stanley
W. H. Reaves & Co
Geode Capital Management
Neuberger Berman Group
FMR
Jennifer Ranahan
Dimensional Fund Advisors
Charles Schwab Investment Management

View all funds holding Ida