Legacy Wealth Planning, LLC New Holdings in Q3 2022

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
8.1K
New
$37.53 - $37.7 $304K - $305K
8.1K $305K
GOOGL
Alphabet Inc.

Communication Services
2.18K
New
$95.65 - $122.08 $209K - $266K
2.18K $209K
ARKG
Ark Genomic Revolution ETF (De

ETFs
6.24K
New
$31.57 - $42.39 $197K - $265K
6.24K $205K
GOOG
Alphabet Inc.

Communication Services
2.09K
New
$0.0 - $122.88 $0 - $257K
2.09K $201K
DDD
3 D Systems Corp

Technology
10K
New
$7.9 - $13.24 $79K - $132K
10K $80K
SOFI
So Fi Technologies, Inc.

Financial Services
10K
New
$4.84 - $8.23 $48.4K - $82.3K
10K $49K
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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