| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Legacy Investment Solutions, LLC | 3,603,173 | 6,838,677 | +3,235,504 | 2.15 | 25.84 | +23.69 | buy |
| Legacy Wealth Managment, LLC/ID | 6,216,508 | 6,838,677 | +622,169 | 2.71 | 25.84 | +23.12 | buy |