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 $604,764. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,420
Previous 9,420
-0.0%
Holding current value
$604,764
Previous $269,000
17.1%
% of portfolio
0.37%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding ROM
# of Institutions
66Shares Held
676KCall Options Held
4.4KPut Options Held
2.8K-
Runnymede Capital Advisors, Inc. Dublin, OH207KShares$13.3 Million12.6% of portfolio
-
Toth Financial Advisory Corp61.7KShares$3.96 Million0.53% of portfolio
-
Envestnet Asset Management Inc35.6KShares$2.28 Million0.0% of portfolio
-
Tyche Wealth Partners LLC Plano, TX33.1KShares$2.12 Million0.49% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$1.96 Million0.07% of portfolio