Legacy Wealth Planning, LLC Ishares Tr Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
Shares
7 transactions
Others Institutions Holding IAT
# of Institutions
170Shares Held
5.65MCall Options Held
137KPut Options Held
103K-
Morgan Stanley New York, NY573KShares$24.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO408KShares$17.1 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC361KShares$15.2 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY286KShares$12 Million0.0% of portfolio
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Us Bancorp \De\284KShares$11.9 Million0.02% of portfolio