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 $601,749. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,420
Previous 9,420
-0.0%
Holding current value
$601,749
Previous $269,000
17.1%
% of portfolio
0.37%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding ROM
# of Institutions
58Shares Held
810KCall Options Held
5.9KPut Options Held
2.4K-
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny212KShares$13.6 Million0.1% of portfolio
-
Runnymede Capital Advisors, Inc. Dublin, OH202KShares$12.9 Million10.34% of portfolio
-
Envestnet Asset Management Inc39.3KShares$2.51 Million0.0% of portfolio
-
Tyche Wealth Partners LLC Plano, TX38.7KShares$2.47 Million0.45% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$1.95 Million0.05% of portfolio