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 $1.33 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
5,845
Previous 5,845 -0.0%
Holding current value
$1.33 Million
Previous $588,000 8.84%
% of portfolio
0.89%
Previous 0.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022
SELL
$96.26 - $126.23 $57,756 - $75,738
-600 Reduced 9.31%
5,845 $588,000
Q2 2020

Aug 17, 2020
BUY
$71.14 - $101.05 $423,638 - $601,752
5,955 Added 1215.31%
6,445 $565,000
Q1 2020

May 18, 2020
SELL
$63.48 - $119.15 $378,023 - $709,538
-5,955 Reduced 92.4%
490 $490,000
Q1 2020

May 18, 2020
BUY
$63.48 - $119.15 $25,392 - $47,660
400 Added 6.62%
6,445 $490,000
Q4 2019

Feb 12, 2020
BUY
$102.72 - $112.61 $620,942 - $680,727
6,045 New
6,045 $660,000

Others Institutions Holding XAR

# of Institutions
502
Shares Held
8.5M
Call Options Held
64.1K
Put Options Held
4.6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email