Legacy Wealth Management, LLC / Ms Closed Holding Positions

Legacy Wealth Management, LLC / Ms

$272 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
SCHM Schwab Strategic U.S. Mid Cap ETFs	Q4 2020 Filed on Dec 12, 2024	14,000	$55.93 - $68.45 $783K - $958K
SCHH Schwab Strategic U.S. Reit ETF ETFs	Q1 2020 Filed on Dec 12, 2024	16,000	$13.54 - $24.27 $217K - $388K
SCHE Schwab Strategic Tr Us Emergin ETFs	Q1 2020 Filed on Dec 12, 2024	15,000	$18.68 - $28.22 $280K - $423K
MTB M&T Bank Corp Financial Services	Q3 2020 Filed on Dec 12, 2024	4,120	$90.06 - $111.35 $371K - $459K
MDT Medtronic PLC Healthcare	Q4 2022 Filed on Dec 12, 2024	6,538	$76.18 - $87.74 $498K - $574K
MRK Merck & Co., Inc. Healthcare	Q1 2020 Filed on Dec 12, 2024	3,370	$63.36 - $87.82 $214K - $296K
PYPL Pay Pal Holdings, Inc. Financial Services	Q4 2022 Filed on Dec 12, 2024	9,252	$67.55 - $94.42 $625K - $874K
PEP Pepsico Inc Consumer Defensive	Q2 2022 Filed on Dec 12, 2024	8,848	$156.12 - $177.5 $1.38M - $1.57M
PFE Pfizer Inc Healthcare	Q1 2020 Filed on Dec 12, 2024	13,604	$27.03 - $38.62 $368K - $525K
PG Procter & Gamble CO Consumer Defensive	Q2 2022 Filed on Dec 12, 2024	2,558	$132.36 - $163.65 $339K - $419K
PRU Prudential Financial Inc Financial Services	Q3 2020 Filed on Dec 12, 2024	13,264	$58.03 - $70.74 $770K - $938K
QCOM Qualcomm Inc Technology	Q1 2024 Filed on Dec 12, 2024	14,773	$136.17 - $175.72 $2.01M - $2.6M
Raytheon CO	Q2 2020 Filed on Dec 12, 2024	4,612	N/A
SCHX Schwab Strategic Tr Us Large C ETFs	Q4 2020 Filed on Dec 12, 2024	9,500	$39.35 - $45.48 $374K - $432K
SCHA Schwab Strategic Tr Us Small C ETFs	Q4 2020 Filed on Dec 12, 2024	9,000	$34.66 - $45.17 $312K - $407K
United Technologies Corp	Q2 2020 Filed on Dec 12, 2024	10,162	N/A

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