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Michael B. Mahlik

@Legacy Private Trust Co.

Latest period2024 - Q4ReportedManaged Assets$1.529BTotal holdings239
Assets growth rate2.75%Assets growth rate (2-Q avg)4.22%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Private Trust Co.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Legacy Private Trust Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.529B in assets, with a quarterly growth rate of 2.75% and a 2-quarter average growth rate of 4.22%. The portfolio is managed by Michael B. Mahlik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BONDPimco Etf Tr
Recent Activity
Increased 8.96%
1.38%
$20.948M
231,669 shares@ $90.42 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 38.8%
1.36%
$20.767M
352,404 shares@ $58.93 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.22%
1.14%
$17.308M
72,206 shares@ $239.71 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.29%
1.05%
$15.897M
360,964 shares@ $44.04 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 59.88%
1.04%
$15.813M
313,943 shares@ $50.37 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 4.94%
0.91%
$13.903M
715,549 shares@ $19.43 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.14%
0.89%
$13.456M
651,606 shares@ $20.65 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.39%
0.88%
$13.38M
22,852 shares@ $585.51 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 98.62%
0.84%
$12.839M
693,994 shares@ $18.5 avg price
WMTWalmart Inc
Recent Activity
Increased 3.03%
0.76%
$11.504M
127,329 shares@ $90.35 avg price