Legacy Wealth Planning, LLC Global X Fdsnasdaq 100 Covered Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 11,838 shares of QYLD stock, worth $219,358. This represents 0.31% of its overall portfolio holdings.

Number of Shares

11,838

Previous 12,415 4.65%

Holding current value

$219,358

Previous $217,000 14.75%

% of portfolio

0.31%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$15.66 - $18.51 $9,035 - $10,680	-577 Reduced 4.65%	11,838 $185,000
Q2 2022 Jul 26, 2022	BUY	$17.13 - $21.08 $31,090 - $38,260	1,815 Added 17.12%	12,415 $217,000
Q1 2022 May 10, 2022	BUY	$19.1 - $22.29 $7,047 - $8,225	369 Added 3.61%	10,600 $222,000
Q4 2021 Feb 14, 2022	SELL	$21.71 - $23.05 $73,119 - $77,632	-3,368 Reduced 24.77%	10,231 $227,000
Q3 2021 Nov 12, 2021	SELL	$22.03 - $23.12 $18,417 - $19,328	-836 Reduced 5.79%	13,599 $300,000
Q2 2021 Aug 16, 2021	BUY	$21.37 - $22.84 $39,021 - $41,705	1,826 Added 14.48%	14,435 $324,000
Q1 2021 May 06, 2021	BUY	$21.45 - $23.47 $270,463 - $295,933	12,609 New	12,609 $285,000

Others Institutions Holding QYLD

# of Institutions

457

Shares Held

102M

Call Options Held

9.16M

Put Options Held

350K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

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Legacy Wealth Planning, LLC Global X Fdsnasdaq 100 Covered Transaction History