Legacy Wealth Planning, LLC Sells in Q3 2022

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
DEW
Wisdomtree Tr Global High Divi

ETFs
-24.1K
- 16.42%
$41.14 - $48.1 $992K - $1.16M
123K $5.05M
VLUE
Ishares Msci Usa Value Factor

ETFs
-7K
- 62.13%
$81.86 - $99.37 $573K - $695K
4.27K $349K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.58K
- 2.81%
$53.91 - $63.08 $193K - $226K
124K $6.66M
JPM
Jpmorgan Chase & CO

Financial Services
-3.05K
- 57.89%
$20.73 - $120.58 $63.3K - $368K
2.22K $232K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-6.08K
- 19.59%
$49.39 - $49.66 $300K - $302K
25K $1.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.03K
- 10.64%
$210.4 - $257.47 $217K - $265K
8.64K $1.82M
IWY
Ishares Tr Russell 200 Growth

ETFs
-282
- 0.92%
$119.49 - $146.95 $33.7K - $41.4K
30.3K $3.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
-996
- 16.12%
$135.99 - $161.15 $135K - $161K
5.18K $705K
EFG
Msci Eafe Growth ETF

ETFs
-188
- 0.85%
$71.9 - $88.11 $13.5K - $16.6K
22K $1.6M
GLD
Spdr Gold Trust

ETFs
-494
- 8.62%
$151.23 - $168.32 $74.7K - $83.2K
5.24K $810K
VZ
Verizon Communications Inc

Communication Services
-491
- 5.4%
$37.97 - $51.64 $18.6K - $25.4K
8.6K $326K
SPY
Spdr S&P 500 ETF Trust

ETFs
-300
- 29.44%
$357.18 - $429.7 $107K - $129K
719 $257K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-391
- 23.08%
$267.26 - $333.06 $104K - $130K
1.3K $348K
VOE
Vanguard Mid Cap Value Index F

ETFs
-171
- 1.36%
$121.77 - $145.8 $20.8K - $24.9K
12.4K $1.51M
XOM
Exxon Mobil Corp

Energy
-1.3K
- 33.85%
$83.14 - $100.12 $108K - $130K
2.54K $222K
IEMG
Ishares Inc

ETFs
-637
- 5.87%
$44.37 - $50.42 $28.3K - $32.1K
10.2K $439K
VIG
Vanguard Dividend Appreciation

ETFs
-517
- 23.1%
N/A
1.72K $233K
IGV
Ishares Expanded Tech Software

ETFs
-142
- 5.38%
$50.03 - $317.25 $7.1K - $45K
2.5K $624K
AMZN
Amazon Com Inc

Consumer Cyclical
-871
- 29.94%
$109.22 - $144.78 $95.1K - $126K
2.04K $230K
PAVE
Global X Fds Us Infrastructure

ETFs
-3.76K
- 10.72%
$22.65 - $27.69 $85.2K - $104K
31.3K $722K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-700
- 5.39%
$47.07 - $55.56 $32.9K - $38.9K
12.3K $580K
DGRO
Ishares Core Dividend Growth E

ETFs
-530
- 3.29%
$44.47 - $52.73 $23.6K - $27.9K
15.6K $694K
DVY
Ishares Tr

ETFs
-114
- 1.98%
$107.22 - $127.71 $12.2K - $14.6K
5.66K $607K
PFE
Pfizer Inc

Healthcare
-455
- 8.69%
$43.76 - $53.42 $19.9K - $24.3K
4.78K $209K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-890
- 6.27%
$49.08 - $51.27 $43.7K - $45.6K
13.3K $656K
IVW
Ishares S&P 500 Growth ETF

ETFs
-515
- 5.87%
$57.85 - $71.43 $29.8K - $36.8K
8.26K $478K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.88K
- 75.54%
$49.85 - $50.45 $194K - $196K
1.26K $207K
NKE
Nike, Inc.

Consumer Cyclical
-16
- 0.63%
$83.12 - $118.06 $1.33K - $1.89K
2.51K $209K
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 11.43%
$466.4 - $560.96 $35K - $42.1K
581 $274K
IVV
Ishares Core S&P 500 ETF

ETFs
-46
- 4.23%
$358.65 - $432.04 $16.5K - $19.9K
1.04K $373K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-109
- 7.54%
$43.85 - $263.28 $4.78K - $28.7K
1.34K $293K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-577
- 4.65%
$15.66 - $18.51 $9.04K - $10.7K
11.8K $185K
KMI
Kinder Morgan, Inc.

Energy
-1.76K
- 10.79%
$16.09 - $46.45 $28.3K - $81.6K
14.5K $242K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
-35
- 0.98%
N/A
3.54K $945K
VBK
Vanguard Small Cap Growth ETF

ETFs
-85
- 1.1%
$192.77 - $237.17 $16.4K - $20.2K
7.68K $1.5M
XLU
Utilities Sector Spdr

ETFs
-200
- 6.03%
$65.51 - $78.12 $13.1K - $15.6K
3.12K $204K
XLP
Consumer Staples Sector Spdr

ETFs
-100
- 2.88%
N/A
3.37K $225K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-92
- 3.66%
$87.04 - $106.5 $8.01K - $9.8K
2.43K $211K
AAPL
Apple Inc.

Technology
-150
- 0.56%
$138.2 - $174.55 $20.7K - $26.2K
26.7K $3.69M
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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