Legacy Wealth Management, Inc Purchases and Sells in Q3 2024

Legacy Wealth Management, Inc

$1.54 Billion
Q3 2024

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	356K + 13.35%	$45.87 - $48.53 $16.3M - $17.3M	3.02M $146M
IVV	8.62K + 1.74%	$520.18 - $576.82 $4.49M - $4.97M	504K $291M
SCHM	30.3K + 2.25%	$75.47 - $83.18 $2.29M - $2.52M	1.38M $114M
FBND	62.8K + 2.18%	$44.65 - $47.21 $2.8M - $2.97M	2.94M $137M
IJR	13K + 2.8%	$105.53 - $118.34 $1.37M - $1.54M	478K $55.9M
JPST	37.1K + 2.76%	$50.25 - $50.74 $1.86M - $1.88M	1.38M $70.1M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	757K New	$64.9 - $73.35 $49.2M - $55.6M	757K $55M
XLK	3.63K New	$197.34 - $237.68 $717K - $864K	3.63K $820K
MSFT	1.7K New	$395.15 - $467.56 $670K - $793K	1.7K $729K
XLV	4.46K New	$143.3 - $157.24 $639K - $701K	4.46K $687K
XLF	12.8K New	$40.84 - $45.74 $521K - $584K	12.8K $578K
NVDA	4.66K New	$98.91 - $134.91 $461K - $628K	4.66K $565K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHZ	-1.88K - 14.86%	$45.2 - $47.87 $84.9K - $89.9K	10.8K $511K
AGG	-1.87K - 4.63%	$96.25 - $101.98 $180K - $191K	38.5K $3.9M
SCHB	-49 - 0.39%	$59.93 - $66.52 $2.94K - $3.26K	12.4K $826K
IWM	-21 - 0.04%	$200.87 - $224.6 $4.22K - $4.72K	59.3K $13.1M
SCHX	-20.6K - 2.58%	$61.11 - $67.85 $1.26M - $1.39M	777K $52.7M
SCHA	-7.26K - 1.3%	$46.9 - $51.96 $340K - $377K	551K $28.4M

Activity Summary All Purchases 30 New Holdings 21 Increased Positions 9 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.