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Square Inc cl a shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Square Inc cl a

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All positions including Square Inc cl a held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $229k 3.6k 64.49
2024-03-31 $281k 3.3k 84.58
2023-12-31 $248k 3.2k 77.35

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 Square Inc cl a

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
Jpmorgan Chase & Co
State Street Corporation
Sands Capital Management
Baillie Gifford & Co
Geode Capital Management
Sumitomo Mitsui Trust Holdings
Susquehanna International
Lone Pine Capital
ARK Investment Management
Nikko Asset Management Americas
Citadel Advisors

View all funds holding Square Inc cl a