Legacy Wealth Management, LLC / Ms New Holdings in Q3 2024

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
82K
New
$19.2 - $19.82 $1.57M - $1.63M
82K $1.62B
VGT
Vanguard Information Technolog

ETFs
1.79K
New
$514.43 - $606.85 $922K - $1.09M
1.79K $1.05B
T
At&T Inc.

Communication Services
47.4K
New
$18.21 - $22.28 $862K - $1.06M
47.4K $1.04B
BX
Blackstone Inc.

Financial Services
5.26K
New
$120.77 - $159.66 $636K - $840K
5.26K $806M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
39K
New
$19.92 - $20.67 $777K - $806K
39K $802M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.73K
New
$79.92 - $88.19 $698K - $770K
8.73K $769M
KKR
Kkr & Co. Inc.

Financial Services
4.77K
New
$104.51 - $133.23 $499K - $636K
4.77K $623M
CHY
Calamos Convertible & High Income Fund

Financial Services
46.2K
New
$11.13 - $12.01 $514K - $555K
46.2K $551M
LRCX
Lam Research Corp

Technology
629
New
$731.56 - $1127.3 $460K - $709K
629 $513M
PSEC
Prospect Capital Corp

Financial Services
84.3K
New
$4.75 - $5.6 $401K - $472K
84.3K $451M
ETN
Eaton Corp PLC

Industrials
1.16K
New
$272.52 - $333.02 $316K - $387K
1.16K $385M
IWM
Ishares Russell 2000 ETF

ETFs
1.69K
New
$200.87 - $224.6 $338K - $378K
1.69K $372M
NEE
Nextera Energy Inc

Utilities
4.39K
New
$69.9 - $84.97 $307K - $373K
4.39K $371M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.3K
New
$31.18 - $33.5 $322K - $346K
10.3K $343M
ABBV
Abb Vie Inc.

Healthcare
1.62K
New
$163.84 - $199.33 $266K - $324K
1.62K $321M
EGP
Eastgroup Properties Inc

Real Estate
1.58K
New
$169.51 - $191.71 $268K - $303K
1.58K $296M
GAB
Gabelli Equity Trust Inc

Financial Services
48.9K
New
$5.15 - $5.6 $252K - $274K
48.9K $269M
AZN
Astrazeneca PLC

Healthcare
3.1K
New
$76.67 - $87.62 $238K - $272K
3.1K $242M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.4K
New
$21.05 - $21.17 $239K - $241K
11.4K $240M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.72K
New
$44.66 - $49.15 $211K - $232K
4.72K $222M
HEI
Heico Corp

Industrials
820
New
$220.59 - $267.96 $181K - $220K
820 $214M
CRM
Salesforce, Inc.

Technology
767
New
$238.42 - $276.53 $183K - $212K
767 $210M
OEF
Ishares S&P 100 ETF

ETFs
750
New
$266.03 - $266.03 $200K - $200K
750 $208M
CSCO
Cisco Systems, Inc.

Technology
3.87K
New
$44.74 - $53.22 $173K - $206K
3.87K $206M
Activity Summary
Buys All Purchases 54 New Holdings 25 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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