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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
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$4,378
200 shares@ $21.89 avg price
DHID R Horton Inc
Recent Activity
New Position
0.01%
$2,099
11 shares@ $190.82 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$488
200 shares@ $2.44 avg price