Legacy Wealth Managment, Llc/Id Purchases in Q3 2024

Legacy Wealth Managment, Llc/Id

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
229
New
$197.34 - $237.68 $45.2K - $54.4K
229 $51K
CFG
Citizens Financial Group Inc

Financial Services
1.17K
New
$35.24 - $43.24 $41.1K - $50.5K
1.17K $47K
VBR
Vanguard Small Cap Value ETF

ETFs
231
New
$179.99 - $201.6 $41.6K - $46.6K
231 $46K
ASML
Asml Holding Nv

Technology
53
New
$749.82 - $1098.95 $39.7K - $58.2K
53 $44K
JPM
Jpmorgan Chase & CO

Financial Services
212
New
$194.9 - $224.8 $41.3K - $47.7K
212 $44K
VTV
Vanguard Value ETF

ETFs
253
New
$159.75 - $174.57 $40.4K - $44.2K
253 $44K
NI
Nisource Inc.

Utilities
1.29K
New
$28.54 - $34.64 $36.9K - $44.8K
1.29K $44K
CTAS
Cintas Corp

Industrials
216
New
$201.38 - $819.83 $43.5K - $177K
216 $44K
AVGO
Broadcom Inc.

Technology
260
New
$136.27 - $1745.86 $35.4K - $454K
260 $44K
LMT
Lockheed Martin Corp

Industrials
75
New
$460.3 - $584.56 $34.5K - $43.8K
75 $43K
TT
Trane Technologies PLC

Industrials
107
New
$314.21 - $388.71 $33.6K - $41.6K
107 $41K
USB
Us Bancorp \De\

Financial Services
882
New
$39.04 - $47.23 $34.4K - $41.7K
882 $40K
WMT
Walmart Inc.

Consumer Defensive
505
New
$66.91 - $81.4 $33.8K - $41.1K
505 $40K
QCOM
Qualcomm Inc

Technology
240
New
$156.12 - $209.64 $37.5K - $50.3K
240 $40K
HD
Home Depot, Inc.

Consumer Cyclical
100
New
$333.64 - $405.2 $33.4K - $40.5K
100 $40K
ECC
Eagle Point Credit CO Inc.

Financial Services
4.16K
New
$9.62 - $10.3 $40K - $42.8K
4.16K $40K
LEN
Lennar Corp

Consumer Cyclical
210
New
$142.5 - $192.45 $29.9K - $40.4K
210 $39K
HCA
Hca Healthcare, Inc.

Healthcare
96
New
$315.12 - $406.43 $30.3K - $39K
96 $39K
RF
Regions Financial Corp

Financial Services
1.61K
New
$19.51 - $23.42 $31.3K - $37.6K
1.61K $37K
VOT
Vanguard Mid Cap Growth Index

ETFs
152
New
$218.05 - $243.47 $33.1K - $37K
152 $37K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
688
New
$48.51 - $52.86 $33.4K - $36.4K
688 $36K
PYPL
Pay Pal Holdings, Inc.

Financial Services
466
New
$57.22 - $80.08 $26.7K - $37.3K
466 $36K
PECO
Phillips Edison & Company, Inc.

Real Estate
933
New
$32.1 - $38.93 $29.9K - $36.3K
933 $35K
AMT
American Tower Corp

Real Estate
148
New
$192.27 - $242.73 $28.5K - $35.9K
148 $34K
MUB
Ishares National Muni Bond ETF

ETFs
319
New
$106.13 - $108.7 $33.9K - $34.7K
319 $34K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
399
New
$77.02 - $85.06 $30.7K - $33.9K
399 $33K
TMUS
T Mobile Us, Inc.

Communication Services
164
New
$175.14 - $206.36 $28.7K - $33.8K
164 $33K
XLV
Select Sector Spdr Fund Health

ETFs
216
New
$143.3 - $157.24 $31K - $34K
216 $33K
IWS
Ishares Russell Midcap Value E

ETFs
249
New
$119.52 - $132.25 $29.8K - $32.9K
249 $32K
FITB
Fifth Third Bancorp

Financial Services
767
New
$36.01 - $43.64 $27.6K - $33.5K
767 $32K
PEP
Pepsico Inc

Consumer Defensive
190
New
$161.9 - $179.3 $30.8K - $34.1K
190 $32K
DTE
Dte Energy CO

Utilities
255
New
$108.67 - $128.41 $27.7K - $32.7K
255 $32K
HFRO
Highland Income Fund\Ma

Financial Services
5.27K
New
$5.8 - $6.44 $30.6K - $33.9K
5.27K $32K
CVS
Cvs Health Corp

Healthcare
500
New
$55.81 - $63.18 $27.9K - $31.6K
500 $31K
MO
Altria Group, Inc.

Consumer Defensive
609
New
$45.95 - $54.71 $28K - $33.3K
609 $31K
LUMN
Lumen Technologies, Inc.

Communication Services
4.28K
New
$1.03 - $7.28 $4.4K - $31.1K
4.28K $30K
OKTA
Okta, Inc.

Technology
408
New
$71.0 - $100.39 $29K - $41K
408 $30K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
66
New
$460.0 - $505.78 $30.4K - $33.4K
66 $30K
OXY
Occidental Petroleum Corp

Energy
595
New
$49.91 - $63.73 $29.7K - $37.9K
595 $30K
DOLE
Dole PLC

Consumer Defensive
1.86K
New
$12.17 - $17.12 $22.6K - $31.8K
1.86K $30K
AMGN
Amgen Inc

Healthcare
96
New
$309.38 - $337.38 $29.7K - $32.4K
96 $30K
KLAC
Kla Corp

Technology
38
New
$696.17 - $892.35 $26.5K - $33.9K
38 $29K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
203
New
$117.44 - $143.62 $23.8K - $29.2K
203 $29K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
149
New
$178.94 - $207.0 $26.7K - $30.8K
149 $29K
DUK
Duke Energy Corp

Utilities
257
New
$99.35 - $117.71 $25.5K - $30.3K
257 $29K
DY
Dycom Industries Inc

Industrials
150
New
$165.44 - $197.22 $24.8K - $29.6K
150 $29K
WMB
Williams Companies, Inc.

Energy
651
New
$41.24 - $46.22 $26.8K - $30.1K
651 $29K
TJX
Tjx Companies Inc

Consumer Cyclical
247
New
$107.93 - $120.23 $26.7K - $29.7K
247 $29K
C
Citigroup Inc

Financial Services
449
New
$56.11 - $67.61 $25.2K - $30.4K
449 $28K
Activity Summary
Buys All Purchases 698 New Holdings 698 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 3 Puts 1
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