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 $823,326. This represents 0.89% of its overall portfolio holdings.
Number of Shares
5,845
Previous 5,845
-0.0%
Holding current value
$823,326
Previous $588,000
8.84%
% of portfolio
0.89%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding XAR
# of Institutions
353Shares Held
6.96MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$146 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC788KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY709KShares$99.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc310KShares$43.7 Million0.02% of portfolio
-
Cumberland Advisors Inc165KShares$23.3 Million8.64% of portfolio