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

Legacy Wealth Managment, LLC/ID currently holds 11.1K shares with a market value of $1.2M. It started holding SHV on 2024-09-30. At its peak, it held 18.8K shares on 2024-09-30. Its highest holding value was $2.1M on 2024-09-30. At its lowest, it held 8.8K shares on 2025-03-31, with a value of $975.0K on 2025-03-31. In the recent 180 days, Legacy Wealth Managment, LLC/ID has decreased its shares by 2.1K. In the recent year, Legacy Wealth Managment, LLC/ID has increased its shares by 2.3K.