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 $1.26 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
24,968
Previous 31,051
19.59%
Holding current value
$1.26 Million
Previous $1.54 Million
19.88%
% of portfolio
2.04%
Previous 2.21%
Shares
12 transactions
Others Institutions Holding GSY
# of Institutions
265Shares Held
33.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.46MShares$174 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$136 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.58MShares$130 Million0.05% of portfolio
-
Gradient Investments LLC1.41MShares$70.7 Million1.86% of portfolio
-
Jpmorgan Chase & CO New York, NY1.38MShares$69.4 Million0.01% of portfolio