Legacy Wealth Management, LLC / Ms Purchases in Q4 2024

Legacy Wealth Management, LLC / Ms

  • $252 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
144K
New
$18.28 - $18.87 $2.63M - $2.72M
144K $2.64B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.41K
New
$77.86 - $79.27 $654K - $666K
8.41K $656M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
49.4K
New
$11.34 - $12.27 $560K - $606K
49.4K $590M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.04K
New
$53.94 - $58.15 $434K - $467K
8.04K $453M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.63K
+ 2.91%
$66.77 - $71.52 $242K - $259K
128K $8.84B
OEF
Ishares S&P 100 ETF

ETFs
1.37K
+ 182.93%
N/A
2.12K $613M
MLPA
Global X Mlp ETF

ETFs
4.71K
New
$47.44 - $52.61 $223K - $248K
4.71K $233M
LLY
Eli Lilly & CO

Healthcare
278
New
$727.2 - $932.06 $202K - $259K
278 $215M
AMGN
Amgen Inc

Healthcare
1.04K
+ 115.11%
$258.78 - $328.31 $268K - $340K
1.94K $505M
GAB
Gabelli Equity Trust Inc

Financial Services
26K
+ 53.19%
$5.36 - $5.83 $140K - $152K
75K $403M
KKR
Kkr & Co. Inc.

Financial Services
274
+ 5.74%
$129.87 - $162.87 $35.6K - $44.6K
5.05K $747M
COP
Conocophillips

Energy
1.3K
+ 20.24%
$95.12 - $114.72 $124K - $149K
7.73K $767M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.32K
+ 32.12%
$31.23 - $33.51 $104K - $111K
13.6K $429M
CSCO
Cisco Systems, Inc.

Technology
989
+ 25.57%
$52.45 - $60.02 $51.9K - $59.4K
4.86K $288M
AME
Ametek Inc

Industrials
120
+ 4.2%
$165.89 - $197.38 $19.9K - $23.7K
2.97K $536M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
380
+ 5.41%
$69.3 - $74.3 $26.3K - $28.2K
7.41K $529M
RSP
Invesco S&P 500 Equal Weight E

ETFs
280
+ 5.44%
$174.22 - $187.62 $48.8K - $52.5K
5.43K $951M
AZN
Astrazeneca PLC

Healthcare
846
+ 27.27%
$63.2 - $79.58 $53.5K - $67.3K
3.95K $259M
CHY
Calamos Convertible & High Income Fund

Financial Services
45
+ 0.1%
$11.79 - $12.56 $531 - $565
46.3K $561M
PANW
Palo Alto Networks Inc

Technology
22K
+ 87.9%
$181.96 - $405.9 $4M - $8.91M
46.9K $8.54B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
805
+ 2.06%
$20.08 - $20.61 $16.2K - $16.6K
39.8K $801M
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 2.17%
$385.02 - $431.37 $10.8K - $12.1K
1.32K $512M
NEE
Nextera Energy Inc

Utilities
494
+ 11.26%
$69.77 - $85.43 $34.5K - $42.2K
4.88K $350M
NXPI
Nxp Semiconductors N.V.

Technology
151
+ 6.8%
$207.27 - $255.58 $31.3K - $38.6K
2.37K $493M
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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