Wren Green

@Legend Financial Advisors, Inc.

Latest period2024 - Q4

Reported11d ago

Managed Assets$141.726M

Total holdings267

Assets growth rate-2.16%

Assets growth rate (2-Q avg)0.31%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legend Financial Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 267 positions.

Assets under management

The assets under management (AUM) of Legend Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.726M in assets, with a quarterly growth rate of -2.16% and a 2-quarter average growth rate of 0.31%. The portfolio is managed by Wren Green, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IEFAIshares Tr Recent Activity Exited	0%	$58,928 755 shares@ $78.06 avg price	Exited
NVONovo-nordisk A S Recent Activity Exited	0%	$23,814 200 shares@ $119.07 avg price	Exited
DOWDow Inc Recent Activity Exited	0%	$13,658 250 shares@ $54.64 avg price	Exited
AGGIshares Tr Recent Activity Exited	0%	$9,823 97 shares@ $101.27 avg price	Exited
IWMIshares Tr Recent Activity Exited	0%	$5,080 23 shares@ $220.87 avg price	Exited
IFRAIshares Tr Recent Activity Exited	0%	$3,335 71 shares@ $46.98 avg price	Exited
SIVRAbrdn Silver Etf Trust Recent Activity Exited	0%	$476 16 shares@ $29.75 avg price	Exited