Legacy Wealth Planning, LLC Ishares Short Term National Mu Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
826Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
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Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
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Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio