Legacy Wealth Planning, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 10,853 shares of ARKK stock, worth $542,758. This represents 0.68% of its overall portfolio holdings.

Number of Shares
10,853
Previous 10,041 8.09%
Holding current value
$542,758
Previous $400,000 2.25%
% of portfolio
0.68%
Previous 0.57%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$37.43 - $52.19 $30,393 - $42,378
812 Added 8.09%
10,853 $409,000
Q2 2022

Jul 26, 2022
BUY
$36.58 - $70.5 $6,072 - $11,703
166 Added 1.68%
10,041 $400,000
Q1 2022

May 10, 2022
BUY
$52.29 - $96.99 $51,976 - $96,408
994 Added 11.19%
9,875 $655,000
Q4 2021

Feb 14, 2022
SELL
$91.87 - $125.12 $115,204 - $156,900
-1,254 Reduced 12.37%
8,881 $840,000
Q3 2021

Nov 12, 2021
BUY
$109.72 - $129.16 $39,499 - $46,497
360 Added 3.68%
10,135 $1.12 Million
Q2 2021

Aug 16, 2021
BUY
$99.48 - $130.88 $20,393 - $26,830
205 Added 2.14%
9,775 $1.28 Million
Q1 2021

May 06, 2021
BUY
$110.26 - $156.58 $179,834 - $255,381
1,631 Added 20.54%
9,570 $1.15 Million
Q4 2020

Feb 12, 2021
BUY
$90.79 - $135.05 $29,688 - $44,161
327 Added 4.3%
7,939 $988,000
Q3 2020

Nov 03, 2020
BUY
$73.5 - $97.21 $11,025 - $14,581
150 Added 2.01%
7,612 $700,000
Q2 2020

Aug 17, 2020
BUY
$40.2 - $72.4 $288,877 - $520,266
7,186 Added 2603.62%
7,462 $532,000
Q1 2020

May 18, 2020
BUY
$34.69 - $60.37 $9,574 - $16,662
276 New
276 $276,000

Others Institutions Holding ARKK

# of Institutions
756
Shares Held
49.7M
Call Options Held
25.6M
Put Options Held
27.4M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

ARKK Quotes by TradingView
  • Ticker ARKK
  • Sector ETFs
  • Industry ETFs
More about ARKK
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email