Legacy Wealth Planning, LLC Incresed Positions in Q3 2022

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
NOTV
Inotiv, Inc.

Healthcare
9.75K
+ 30.85%
$9.81 - $26.17 $95.6K - $255K
41.4K $697K
IWM
Ishares Russell 2000 ETF

ETFs
5.23K
+ 416.23%
$164.17 - $201.07 $859K - $1.05M
6.49K $326K
LPLA
Lpl Financial Holdings Inc.

Financial Services
20
+ 1.06%
$172.53 - $233.2 $3.45K - $4.66K
1.9K $415K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.89K
+ 6.91%
$40.04 - $48.42 $196K - $237K
75.8K $3.11M
DEO
Diageo PLC

Consumer Defensive
300
+ 22.81%
$46.05 - $192.22 $13.8K - $57.7K
1.62K $274K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
750
+ 21.83%
$79.96 - $95.04 $60K - $71.3K
4.19K $335K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.22K
+ 11.48%
$11.72 - $13.41 $37.8K - $43.2K
31.3K $372K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
812
+ 8.09%
$37.43 - $52.19 $30.4K - $42.4K
10.9K $409K
IGM
Ishares Expanded Tech Sector E

ETFs
75
+ 6.82%
$46.07 - $58.66 $3.46K - $4.4K
1.17K $325K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.08%
$40.0 - $49.37 $160 - $197
5.11K $205K
IQI
Invesco Quality Municipal Income Trust

Financial Services
7.92K
+ 9.62%
$9.07 - $10.86 $71.8K - $86K
90.2K $824K
ABT
Abbott Laboratories

Healthcare
55
+ 2.43%
$96.76 - $112.03 $5.32K - $6.16K
2.32K $224K
VTI
Vanguard Total Stock Market Et

ETFs
200
+ 2.95%
$179.47 - $216.24 $35.9K - $43.2K
6.99K $1.25M
V
Visa Inc.

Financial Services
25
+ 1.24%
$177.28 - $217.14 $4.43K - $5.43K
2.04K $363K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.08%
$126.25 - $149.93 $253 - $300
2.59K $326K
T
At&T Inc.

Communication Services
891
+ 6.34%
$15.34 - $23.1 $13.7K - $20.6K
14.9K $229K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
6.11K
+ 6.68%
$10.28 - $12.51 $62.8K - $76.4K
97.6K $1M
INTC
Intel Corp

Technology
1.02K
+ 11.57%
$25.77 - $40.61 $26.2K - $41.3K
9.81K $253K
VBR
Vanguard Small Cap Value ETF

ETFs
9.84K
+ 837.07%
$143.4 - $172.87 $1.41M - $1.7M
11K $1.58M
NVDA
Nvidia Corp

Technology
25
+ 0.69%
$121.39 - $192.15 $3.03K - $4.8K
3.67K $446K
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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