Legacy Wealth Planning, LLC Spdr S&P Aerospace & Defense E Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 5,845 shares of XAR stock, worth $950,923. This represents 0.89% of its overall portfolio holdings.
Number of Shares
5,845
Previous 5,845
-0.0%
Holding current value
$950,923
Previous $588,000
8.84%
% of portfolio
0.89%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding XAR
# of Institutions
405Shares Held
7.36MCall Options Held
24.9KPut Options Held
4.8K-
Lpl Financial LLC Fort Mill, SC1.19MShares$194 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC811KShares$132 Million0.01% of portfolio
-
Morgan Stanley New York, NY758KShares$123 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA239KShares$38.9 Million0.01% of portfolio
-
Ubs Group Ag206KShares$33.5 Million0.01% of portfolio