Legacy Wealth Managment, LLC/ID's ownership history for JEPI

Legacy Wealth Managment, LLC/ID currently holds 1.0K shares with a market value of $58.4K. It started holding JEPI on 2024-09-30. At its peak, it held 1.6K shares on 2024-09-30. Its highest holding value was $95.6K on 2024-09-30. At its lowest, it held 1.0K shares on 2025-12-31, with a value of $58.4K on 2026-03-31. In the recent 180 days, Legacy Wealth Managment, LLC/ID has decreased its shares by 84. In the recent year, Legacy Wealth Managment, LLC/ID has decreased its shares by 201.