Legacy Wealth Planning, LLC Ishares Expanded Tech Sector E Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 1,174 shares of IGM stock, worth $118,515. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,174
Previous 1,099
6.82%
Holding current value
$118,515
Previous $324,000
0.31%
% of portfolio
0.54%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding IGM
# of Institutions
420Shares Held
25.7MCall Options Held
51.1KPut Options Held
36K-
Bank Of America Corp Charlotte, NC2.84MShares$287 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.13MShares$215 Million0.02% of portfolio
-
Equitable Holdings, Inc. New York, NY1.97MShares$199 Million1.91% of portfolio
-
Signature Estate & Investment Advisors LLC1.86MShares$187 Million4.12% of portfolio
-
Royal Bank Of Canada Toronto, A61.21MShares$122 Million0.02% of portfolio