Legacy Wealth Management, LLC / Ms Schwab Strategic Tr Us Large C Transaction History

Legacy Wealth Management, LLC / Ms

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Dec 12, 2024	SELL	$39.35 - $45.48 $373,825 - $432,059	-9,500 Closed	0 $0
Q1 2020 Dec 12, 2024	SELL	$26.61 - $40.52 $425,760 - $648,320	-16,000 Reduced 62.75%	9,500 $582 Million
Q4 2019 Dec 12, 2024	BUY	$34.42 - $38.54 $877,710 - $982,770	25,500 New	25,500 $1.96 Billion

1,353

349M

34.3K

1.2K

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