Legacy Wealth Planning, LLC Spdr S&P Aerospace & Defense E Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 5,845 shares of XAR stock, worth $991,779. This represents 0.89% of its overall portfolio holdings.
Number of Shares
5,845
Previous 5,845
-0.0%
Holding current value
$991,779
Previous $588,000
8.84%
% of portfolio
0.89%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding XAR
# of Institutions
378Shares Held
6.63MCall Options Held
31.7KPut Options Held
5.6K-
Lpl Financial LLC Fort Mill, SC1.03MShares$175 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC769KShares$130 Million0.01% of portfolio
-
Morgan Stanley New York, NY724KShares$123 Million0.01% of portfolio
-
Ubs Group Ag182KShares$30.8 Million0.01% of portfolio
-
Howard Capital Management Group, LLC179KShares$30.5 Million1.99% of portfolio