Legacy Wealth Planning, LLC Global X Fds Us Infrastructure Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 31,312 shares of PAVE stock, worth $1.47 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
31,312
Previous 35,073
10.72%
Holding current value
$1.47 Million
Previous $799,000
9.64%
% of portfolio
1.19%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding PAVE
# of Institutions
684Shares Held
145MCall Options Held
51.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC24.3MShares$1.14 Billion0.08% of portfolio
-
Bank Of Montreal Toronto, A623.8MShares$1.12 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.93MShares$467 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$342 Million0.11% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.54MShares$214 Million1.94% of portfolio