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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
TMUST-mobile Us Inc
Recent Activity
Decreased -0.47%
0.09%
$1.304M
5,909 shares@ $220.73 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -22.83%
0.09%
$1.255M
62,357 shares@ $20.13 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -2.82%
0.09%
$1.224M
32,619 shares@ $37.53 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
Decreased -12.36%
0.08%
$1.17M
15,156 shares@ $77.22 avg price
RSPCInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.07%
0.08%
$1.126M
32,915 shares@ $34.21 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.08%
0.07%
$956,760
13,668 shares@ $70.0 avg price
IEFIshares Tr
Recent Activity
Decreased -39.35%
0.06%
$895,932
9,691 shares@ $92.45 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.03%
0.06%
$835,342
13,417 shares@ $62.26 avg price
VOVanguard Index Fds
Recent Activity
Decreased -9.72%
0.06%
$772,580
2,925 shares@ $264.13 avg price
CSXCsx Corp
Recent Activity
Decreased -16.65%
0.05%
$756,730
23,450 shares@ $32.27 avg price