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

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WBS
Webster Financial Corp

Financial Services
-13.6K
- 69.52%
$42.49 - $49.62 $579K - $676K
5.98K $278M
MTDR
Matador Resources CO

Energy
-550
- 1.67%
$47.4 - $65.22 $26.1K - $35.9K
32.3K $1.6B
GOOG
Alphabet Inc.

Communication Services
-140
- 1.6%
$149.54 - $192.66 $20.9K - $27K
8.62K $1.44B
HON
Honeywell International Inc

Industrials
-220
- 1.25%
$196.73 - $220.21 $43.3K - $48.4K
17.3K $3.58B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-105
- 1.8%
$320.55 - $412.94 $33.7K - $43.4K
5.72K $2.23B
SPGI
S&P Global Inc.

Financial Services
-105
- 17.36%
$446.32 - $527.38 $46.9K - $55.4K
500 $258M
AVY
Avery Dennison Corp

Industrials
-56
- 2.28%
$202.27 - $224.18 $11.3K - $12.6K
2.4K $530M
Linde PLC
-120
- 6.88%
N/A
1.62K $774M
HSY
Hershey CO

Consumer Defensive
-235
- 1.61%
$182.45 - $203.25 $42.9K - $47.8K
14.4K $2.75B
ES
Eversource Energy

Utilities
-2.44K
- 11.24%
$56.52 - $68.38 $138K - $167K
19.2K $1.31B
VTI
Vanguard Total Stock Market Et

ETFs
-175
- 0.93%
$255.18 - $283.2 $44.7K - $49.6K
18.7K $5.31B
AJG
Arthur J. Gallagher & Co.

Financial Services
-150
- 0.97%
$259.22 - $299.75 $38.9K - $45K
15.3K $4.31B
CPK
Chesapeake Utilities Corp

Utilities
-25
- 0.13%
$106.02 - $124.17 $2.65K - $3.1K
18.9K $2.35B
BSX
Boston Scientific Corp

Healthcare
-495
- 0.88%
$72.96 - $84.0 $36.1K - $41.6K
55.6K $4.66B
LOW
Lowes Companies Inc

Consumer Cyclical
-375
- 4.07%
$213.3 - $270.78 $80K - $102K
8.85K $2.4B
ZTS
Zoetis Inc.

Healthcare
-305
- 1.52%
$172.58 - $196.48 $52.6K - $59.9K
19.8K $3.87B
DHR
Danaher Corp

Healthcare
-5
- 0.04%
$239.25 - $280.76 $1.2K - $1.4K
14.2K $3.94B
UNH
Unitedhealth Group Inc

Healthcare
-175
- 2.02%
$488.01 - $604.18 $85.4K - $106K
8.49K $4.96B
SPY
Spdr S&P 500 ETF Trust

ETFs
-134
- 0.13%
$517.38 - $573.86 $69.3K - $76.9K
102K $58.7B
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
Track This Portfolio

Track Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email