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 $871,161. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,420
Previous 9,420
-0.0%
Holding current value
$871,161
Previous $269,000
17.1%
% of portfolio
0.37%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding ROM
# of Institutions
70Shares Held
849KCall Options Held
10.4KPut Options Held
300-
Runnymede Capital Advisors, Inc. Dublin, OH197KShares$18.3 Million13.84% of portfolio
-
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny172KShares$15.9 Million0.08% of portfolio
-
Tyche Wealth Partners LLC Plano, TX78.4KShares$7.25 Million1.2% of portfolio
-
Envestnet Asset Management Inc51KShares$4.72 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$2.83 Million0.06% of portfolio