Legacy Wealth Management, LLC / MS »

Thrivent Etf Trust Small shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of Thrivent Etf Trust Small (TSME) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in Thrivent Etf Trust Small

Tip: Access up to 7 years of quarterly data

All positions including Thrivent Etf Trust Small held by Legacy Wealth Management, LLC / MS 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 Thrivent Etf Trust Small by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2025-09-30 $520k 13k 41.49
2025-06-30 $260k 7.0k 37.37
2024-03-31 $485k 14k 34.64
2023-12-31 $436k 14k 30.92
2023-09-30 $1.0M 36k 27.82
2023-06-30 $1.1M 37k 29.13
2023-03-31 $1.0M 37k 27.85
2022-12-31 $969k 37k 26.38