Legacy Wealth Asset Management, LLC Reduced Holdings in Q3 2024

Legacy Wealth Asset Management, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Thomson Reuters Corp.
-236
- 1.88%
N/A
12.4K $0
Linde PLC
-227
- 3.19%
N/A
6.89K $0
Canadian Pacific Kansas City
-110
- 0.42%
N/A
25.9K $0
PRGO
Perrigo CO PLC

Healthcare
-137
- 0.73%
$25.44 - $29.27 $3.49K - $4.01K
18.5K $485K
ONB
Old National Bancorp

Financial Services
-453
- 4.19%
$16.67 - $20.22 $7.55K - $9.16K
10.4K $193K
BKR
Baker Hughes CO

Energy
-65
- 0.5%
$32.92 - $38.72 $2.14K - $2.52K
12.9K $467K
AVT
Avnet Inc

Technology
-17
- 0.36%
$49.63 - $55.43 $844 - $942
4.7K $255K
LFUS
Littelfuse Inc

Technology
-8
- 0.43%
$233.9 - $274.34 $1.87K - $2.19K
1.84K $487K
RELX
Relx PLC

Communication Services
-157
- 1.09%
$44.1 - $48.86 $6.92K - $7.67K
14.3K $678K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-258
- 1.74%
$44.9 - $47.55 $11.6K - $12.3K
14.6K $688K
VGSH
Vanguard

ETFs
-63
- 0.32%
$57.74 - $59.13 $3.64K - $3.73K
19.9K $1.17M
SNA
Snap On Inc

Industrials
-62
- 4.78%
$255.35 - $289.77 $15.8K - $18K
1.24K $357K
SIVR
Abrdn Silver ETF Trust

ETFs
-1.08K
- 3.96%
$25.48 - $30.77 $27.6K - $33.3K
26.2K $780K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.05%
$161.9 - $179.3 $324 - $359
4.07K $692K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-48
- 0.25%
$81.31 - $83.29 $3.9K - $4K
18.9K $1.57M
ATHM
Autohome Inc.

Communication Services
-3.99K
- 13.33%
$22.43 - $33.02 $89.5K - $132K
25.9K $846K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-25
- 0.23%
$28.08 - $32.61 $702 - $815
11K $346K
FNF
Fidelity National Financial, Inc.

Financial Services
-2.09K
- 16.5%
$48.08 - $62.04 $101K - $130K
10.6K $656K
NU
Nu Holdings Ltd.

Financial Services
-537
- 1.05%
$10.71 - $15.14 $5.75K - $8.13K
50.4K $688K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-810
- 2.18%
$19.88 - $21.63 $16.1K - $17.5K
36.4K $781K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.17%
$453.41 - $572.44 $453 - $572
576 $329K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-432
- 1.53%
$25.59 - $27.67 $11.1K - $12K
27.8K $764K
BWX
Spdr Bloomberg International T

ETFs
-450
- 1.49%
$21.34 - $23.47 $9.6K - $10.6K
29.7K $693K
TJX
Tjx Companies Inc

Consumer Cyclical
-38
- 0.54%
$107.93 - $120.23 $4.1K - $4.57K
7.03K $826K
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.01%
$95.54 - $108.77 $95.5 - $109
7.09K $736K
CTSH
Cognizant Technology Solutions Corp

Technology
-47
- 0.77%
$66.89 - $77.87 $3.14K - $3.66K
6.07K $468K
HOMB
Home Bancshares Inc

Financial Services
-204
- 1.05%
$23.43 - $28.83 $4.78K - $5.88K
19.2K $520K
TTE
Total Energies Se

Energy
-122
- 0.36%
$68.61 - $68.61 $8.37K - $8.37K
33.5K $2.3M
CHKP
Check Point Software Technologies LTD

Technology
-1.28K
- 11.75%
$165.0 - $195.47 $212K - $251K
9.63K $1.86M
BCPC
Balchem Corp

Basic Materials
-50
- 1.67%
$154.1 - $181.56 $7.71K - $9.08K
2.95K $518K
MFC
Manulife Financial Corp

Financial Services
-415
- 1.63%
$24.13 - $29.63 $10K - $12.3K
25K $738K
BOKF
Bok Financial Corp

Financial Services
-33
- 0.64%
$87.91 - $107.34 $2.9K - $3.54K
5.12K $535K
TFC
Truist Financial Corp

Financial Services
-39
- 0.22%
$38.22 - $44.94 $1.49K - $1.75K
17.3K $740K
VGLT
Vanguard Long Term Treasury Et

ETFs
-77
- 0.42%
$56.52 - $63.23 $4.35K - $4.87K
18.5K $1.14M
MTH
Meritage Homes Corp

Consumer Cyclical
-9
- 0.57%
$152.23 - $213.69 $1.37K - $1.92K
1.57K $322K
ACGL
Arch Capital Group Ltd.

Financial Services
-85
- 1.2%
$94.47 - $114.25 $8.03K - $9.71K
7.02K $785K
LYG
Lloyds Banking Group PLC

Financial Services
-1.89K
- 0.92%
$2.73 - $3.17 $5.15K - $5.98K
202K $629K
BCS
Barclays PLC

Financial Services
-1.35K
- 2.18%
$10.59 - $12.45 $14.3K - $16.8K
60.6K $736K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-219
- 0.24%
$5.73 - $6.87 $1.25K - $1.5K
91.2K $606K
IPAR
Inter Parfums Inc

Consumer Defensive
-46
- 0.76%
$113.85 - $140.68 $5.24K - $6.47K
6K $777K
MTB
M&T Bank Corp

Financial Services
-19
- 0.63%
$146.49 - $179.85 $2.78K - $3.42K
2.98K $530K
WTW
Willis Towers Watson PLC

Financial Services
-9
- 0.36%
$257.34 - $294.53 $2.32K - $2.65K
2.52K $742K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-14
- 0.14%
$64.35 - $75.71 $901 - $1.06K
9.73K $716K
GIB
Cgi Inc

Technology
-5
- 0.09%
$99.02 - $116.4 $495 - $582
5.38K $618K
SGOL
Abrdn Gold ETF Trust

ETFs
-2.63K
- 5.14%
$22.26 - $25.51 $58.6K - $67.2K
48.6K $1.22M
XEL
Xcel Energy Inc

Utilities
-44
- 0.57%
$52.11 - $65.3 $2.29K - $2.87K
7.65K $499K
MNDY
Monday.Com Ltd.

Technology
-12
- 0.49%
$202.41 - $281.64 $2.43K - $3.38K
2.43K $676K
LMAT
Lemaitre Vascular Inc

Healthcare
-68
- 0.76%
$80.3 - $92.89 $5.46K - $6.32K
8.9K $826K
NPO
Enpro Industries, Inc

Industrials
-92
- 1.44%
$141.73 - $171.51 $13K - $15.8K
6.3K $1.02M
Activity Summary
Buys All Purchases 187 New Holdings 21 Increased Positions 166 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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