A detailed history of Legacy Wealth Planning, LLC transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 31,312 shares of PAVE stock, worth $1.28 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
31,312
Previous 35,073 10.72%
Holding current value
$1.28 Million
Previous $799,000 9.64%
% of portfolio
1.19%
Previous 1.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$22.65 - $27.69 $85,186 - $104,142
-3,761 Reduced 10.72%
31,312 $722,000
Q2 2022

Jul 26, 2022

BUY
$22.45 - $28.45 $787,388 - $997,826
35,073 New
35,073 $799,000

Others Institutions Holding PAVE

About GLOBAL X FDS US INFRASTRUCTURE


  • Ticker PAVE
  • Sector ETFs
  • Industry ETFs
More about PAVE
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.