Legacy Wealth Planning, LLC Options Holdings

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $60.4 Million
  • Prior Value $69.7 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 10, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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