Legacy Wealth Planning, LLC Invesco Actively Mngd ETF Tr U Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 24,968 shares of GSY stock, worth $1.25 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
24,968
Previous 31,051
19.59%
Holding current value
$1.25 Million
Previous $1.54 Million
19.88%
% of portfolio
2.04%
Previous 2.21%
Shares
12 transactions
Others Institutions Holding GSY
# of Institutions
282Shares Held
36.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.94MShares$198 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.75MShares$188 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$167 Million0.07% of portfolio
-
Gradient Investments LLC1.49MShares$74.9 Million1.88% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.35MShares$67.8 Million0.11% of portfolio