Legacy Wealth Planning, LLC Invesco Actively Mngd ETF Tr U Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 24,968 shares of GSY stock, worth $1.25 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
24,968
Previous 31,051
19.59%
Holding current value
$1.25 Million
Previous $1.54 Million
19.88%
% of portfolio
2.04%
Previous 2.21%
Shares
12 transactions
Others Institutions Holding GSY
# of Institutions
233Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.16MShares$158 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.37MShares$119 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$115 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.1.42MShares$71.2 Million0.24% of portfolio
-
Gradient Investments LLC1.38MShares$69.1 Million1.82% of portfolio