Legacy Wealth Planning, LLC Closed Holding Positions

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
IAT
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
3,790
$47.91 - $57.96 $182K - $220K
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
2,552
$67.96 - $84.37 $173K - $215K
ONTF
On24 Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
12,400
$9.49 - $13.78 $118K - $171K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 26, 2022
4,013
$66.73 - $79.1 $268K - $317K
XLK
Technology Sector Spdr

ETFs
Q2 2022 Filed on Jul 26, 2022
1,313
$123.49 - $161.47 $162K - $212K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
2,000
$82.54 - $104.28 $165K - $209K
PANW
Palo Alto Networks Inc

Technology
Q2 2022 Filed on Jul 26, 2022
363
$436.37 - $629.01 $158K - $228K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2022 Filed on Jul 26, 2022
2,204
$80.96 - $102.19 $178K - $225K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
2,494
$69.9 - $91.49 $174K - $228K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Jul 26, 2022
5,986
$30.84 - $38.22 $185K - $229K
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Jul 26, 2022
539
$166.37 - $391.5 $89.7K - $211K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Jul 26, 2022
1,228
$134.63 - $189.39 $165K - $233K
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Jul 26, 2022
4,049
$45.69 - $54.09 $185K - $219K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
4,658
$41.5 - $56.57 $193K - $264K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Jul 26, 2022
1,935
$103.31 - $104.87 $200K - $203K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 10, 2022
2,700
$69.4 - $97.36 $187K - $263K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q1 2022 Filed on May 10, 2022
7,586
$23.27 - $31.39 $177K - $238K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on May 10, 2022
360
$411.5 - $564.37 $148K - $203K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
1,360
$93.61 - $194.94 $127K - $265K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 10, 2022
960
$153.19 - $251.05 $147K - $241K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
511
$299.33 - $412.84 $153K - $211K
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
597
$306.28 - $369.56 $183K - $221K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
2,381
$110.95 - $148.88 $264K - $354K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
2,814
$85.94 - $98.85 $242K - $278K
SHV
Ishares Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
2,215
$110.39 - $110.47 $245K - $245K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
693
$280.02 - $327.35 $194K - $227K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
512
$347.28 - $421.83 $178K - $216K
INTU
Intuit Inc

Technology
Q3 2021 Filed on Nov 12, 2021
409
$491.05 - $577.92 $201K - $236K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
15,373
N/A
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
4,400
$22.56 - $52.69 $99.3K - $232K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2021 Filed on May 06, 2021
19,090
$68.34 - $76.88 $1.3M - $1.47M
PSEC
Prospect Capital Corp

Financial Services
Q1 2021 Filed on May 06, 2021
10,200
$5.51 - $7.98 $56.2K - $81.4K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2020 Filed on Feb 12, 2021
98,562
$30.65 - $30.71 $3.02M - $3.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
719
$222.0 - $317.14 $160K - $228K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2020 Filed on Feb 12, 2021
2,372
$86.32 - $86.46 $205K - $205K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2020 Filed on Aug 17, 2020
132
$72.34 - $84.0 $9.55K - $11.1K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Aug 17, 2020
280
$45.15 - $54.07 $12.6K - $15.1K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2020 Filed on Aug 17, 2020
251
$99.0 - $101.69 $24.8K - $25.5K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2020 Filed on Aug 17, 2020
376
$59.53 - $68.92 $22.4K - $25.9K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q2 2020 Filed on Aug 17, 2020
267
$23.2 - $28.74 $6.19K - $7.67K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
309
$68.83 - $90.91 $21.3K - $28.1K
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