Legacy Wealth Planning, LLC Purchases and Sells in Q3 2022

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOTV	9.75K + 30.85%	$9.81 - $26.17 $95.6K - $255K	41.4K $697K
IWM	5.23K + 416.23%	$164.17 - $201.07 $859K - $1.05M	6.49K $326K
LPLA	20 + 1.06%	$172.53 - $233.2 $3.45K - $4.66K	1.9K $415K
COWZ	4.89K + 6.91%	$40.04 - $48.42 $196K - $237K	75.8K $3.11M
DEO	300 + 22.81%	$46.05 - $192.22 $13.8K - $57.7K	1.62K $274K
NOBL	750 + 21.83%	$79.96 - $95.04 $60K - $71.3K	4.19K $335K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PTLC	8.1K New	$37.53 - $37.7 $304K - $305K	8.1K $305K
GOOGL	2.18K New	$95.65 - $122.08 $209K - $266K	2.18K $209K
ARKG	6.24K New	$31.57 - $42.39 $197K - $265K	6.24K $205K
GOOG	2.09K New	$0.0 - $122.88 $0 - $257K	2.09K $201K
DDD	10K New	$7.9 - $13.24 $79K - $132K	10K $80K
SOFI	10K New	$4.84 - $8.23 $48.4K - $82.3K	10K $49K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DEW	-24.1K - 16.42%	$41.14 - $48.1 $992K - $1.16M	123K $5.05M
VLUE	-7K - 62.13%	$81.86 - $99.37 $573K - $695K	4.27K $349K
DGRW	-3.58K - 2.81%	$53.91 - $63.08 $193K - $226K	124K $6.66M
JPM	-3.05K - 57.89%	$20.73 - $120.58 $63.3K - $368K	2.22K $232K
GSY	-6.08K - 19.59%	$49.39 - $49.66 $300K - $302K	25K $1.23M
IWF	-1.03K - 10.64%	$210.4 - $257.47 $217K - $265K	8.64K $1.82M

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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