Legacy Wealth Planning, LLC Proshares Ultra Technology Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 9,420 shares of ROM stock, worth $899,233. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,420
Previous 9,420
-0.0%
Holding current value
$899,233
Previous $269,000
17.1%
% of portfolio
0.37%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding ROM
# of Institutions
68Shares Held
782KCall Options Held
20.3KPut Options Held
300-
Runnymede Capital Advisors, Inc. Dublin, OH196KShares$18.7 Million14.94% of portfolio
-
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny172KShares$16.4 Million0.07% of portfolio
-
Tyche Wealth Partners LLC Plano, TX77.9KShares$7.44 Million1.27% of portfolio
-
Envestnet Asset Management Inc41.5KShares$3.96 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$2.92 Million0.07% of portfolio