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Legacy Ed shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Legacy Ed (LGCY) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Legacy Ed

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All positions including Legacy Ed held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legacy Ed by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 1.0M 10.88

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Legacy Ed

Holos Integrated Wealth
Royce & Associates
Kennedy Capital Management
Bard Associates
Vanguard Group
SG Capital Management
Truffle Hound Capital
Punch & Associates Investment Management
White Pine Capital
Geode Capital Management
Russell Investments
Goldman Sachs Group
Renaissance Technologies
BlackRock
Manatuck Hill Partners

View all funds holding Legacy Ed