Legacy Financial Advisors »

Office Pptys Income Tr Com Shs Ben Int reit shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Office Pptys Income Tr Com Shs Ben Int reit (OPI) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Office Pptys Income Tr Com Shs Ben Int reit

Tip: Access up to 7 years of quarterly data

All positions including Office Pptys Income Tr Com Shs Ben Int reit held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Office Pptys Income Tr Com Shs Ben Int reit by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $20k 10k 2.04
2024-03-31 $20k 10k 2.04

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

View all positions for Legacy Financial Advisors

Top funds holding Office Pptys Income Tr Com Shs Ben Int reit

Vanguard Group
BlackRock
CastleKnight Management
BlackRock
Invesco
D. E. Shaw & Co
Pacific Ridge Capital Partners
Charles Schwab Investment Management
AQR Capital Management
Goldman Sachs Group
Whitebox Advisors
Geode Capital Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
Connor, Clark & Lunn Investment Management

View all funds holding Office Pptys Income Tr Com Shs Ben Int reit