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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
2025-09-30 $32k 243 132.15
2025-06-30 $28k 243 115.45
2025-03-31 $28k 243 116.22
2024-12-31 $27k 243 110.61
2024-09-30 $29k 243 117.33

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Ida

BlackRock
Vanguard Group
Wellington Management Company
T. Rowe Price Investment Management
State Street Corporation
W. H. Reaves & Co
Morgan Stanley
Jennison Associates
Alliancebernstein
Neuberger Berman Group
Geode Capital Management
Victory Capital Management
FMR
Dimensional Fund Advisors
First Trust Advisors

View all funds holding Ida