Legacy Wealth Management, Inc Purchases in Q4 2024

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.77K
+ 1.94%
$570.51 - $610.59 $5.57M - $5.96M
514K $302M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.1K
+ 4.57%
$50.37 - $50.6 $3.18M - $3.19M
1.44M $72.8M
HMOP
Hartford Fds Exchange Traded T

ETFs
60.9K
+ 13.84%
$38.56 - $39.45 $2.35M - $2.4M
501K $19.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.8M
+ 203.94%
$27.54 - $83.04 $77.2M - $233M
4.18M $116M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
144K
+ 4.89%
$44.87 - $46.86 $6.44M - $6.73M
3.08M $138M
JCPB
J P Morgan Exchange Traded Fd

ETFs
162K
+ 5.38%
$46.07 - $48.17 $7.48M - $7.82M
3.18M $147M
VTI
Vanguard Total Stock Market Et

ETFs
655
+ 2.43%
$280.04 - $302.45 $183K - $198K
27.7K $8.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.4K
+ 2.17%
$113.92 - $127.38 $1.18M - $1.32M
488K $56.2M
NFLX
Netflix Inc

Communication Services
243
New
$687.65 - $936.56 $167K - $228K
243 $216K
XLF
Financial Sector Spdr

ETFs
3.36K
+ 26.3%
$44.89 - $51.34 $151K - $172K
16.1K $779K
AMZN
Amazon Com Inc

Consumer Cyclical
23
+ 0.98%
$180.88 - $232.93 $4.16K - $5.36K
2.36K $517K
AAPL
Apple Inc.

Technology
30
+ 0.92%
$221.69 - $259.02 $6.65K - $7.77K
3.28K $820K
V
Visa Inc.

Financial Services
17
+ 1.83%
$273.87 - $320.91 $4.66K - $5.46K
946 $298K
XLP
Consumer Staples Sector Spdr

ETFs
466
+ 11.22%
N/A
4.62K $351K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.1K
+ 121.96%
$22.63 - $47.53 $297K - $624K
23.9K $542K
MSFT
Microsoft Corp

Technology
109
+ 6.43%
$406.35 - $454.46 $44.3K - $49.5K
1.8K $760K
META
Meta Platforms, Inc.

Communication Services
12
+ 1.49%
$554.08 - $632.68 $6.65K - $7.59K
819 $483K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.5K
+ 197.06%
$22.01 - $66.82 $539K - $1.64M
36.9K $838K
XLV
Select Sector Spdr Fund Health

ETFs
492
+ 11.03%
$136.28 - $154.74 $67K - $76.1K
4.95K $681K
SCHA
Schwab Strategic Tr Us Small C

ETFs
529K
+ 96.05%
$25.33 - $51.16 $13.4M - $27.1M
1.08M $27.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.46M
+ 188.45%
$22.4 - $68.28 $32.8M - $100M
2.24M $52M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.38M
+ 94.02%
$27.45 - $55.56 $92.7M - $188M
6.97M $197M
IXUS
Ishares Tr

ETFs
24.6K
+ 3.25%
$65.95 - $72.56 $1.62M - $1.79M
782K $51.7M
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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