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 $1.39 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
5,845
Previous 5,845 -0.0%
Holding current value
$1.39 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
474
Shares Held
7.94M
Call Options Held
47.7K
Put Options Held
7.6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
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