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Carolyn Zuendel

@Legacy Bridge, Llc

Latest period2024 - Q3ReportedManaged Assets$185.699MTotal holdings293
Assets growth rate9.47%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Bridge, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Legacy Bridge, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 185.699M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Carolyn Zuendel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NKENike Inc
Recent Activity
Exited
0%
$362,530
4,810 shares@ $75.38 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Exited
0%
$212,216
4,235 shares@ $50.12 avg price
CIIBlackrock Enhancd Cap & Inm
Recent Activity
Exited
0%
$31,065
1,554 shares@ $20.0 avg price
CGWInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$27,645
500 shares@ $55.29 avg price
ADSKAutodesk Inc
Recent Activity
Exited
0%
$9,404
38 shares@ $247.48 avg price
PATHUipath Inc
Recent Activity
Exited
0%
$6,340
500 shares@ $12.68 avg price