Legacy Financial Advisors, Inc.'s ownership history for UBS

Legacy Financial Advisors, Inc. currently holds 14.2K shares with a market value of $555.7K. It started holding UBS on 2024-12-31. At its peak, it held 14.2K shares on 2026-03-31. Its highest holding value was $629.1K on 2025-12-31. At its lowest, it held 10.6K shares on 2024-12-31, with a value of $322.0K on 2024-12-31. In the recent 180 days, Legacy Financial Advisors, Inc. has increased its shares by 791. In the recent year, Legacy Financial Advisors, Inc. has increased its shares by 1.7K.