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Legacy Wealth Planning, LLC

SEC CIK
0001802490
Latest filing
Nov 10, 2022

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Legacy Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPD overviewAll 13F holders of EPDFull Q3 2022 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of EPD by Legacy Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−9,681−100.0%Sold outHolders
Q2 20229,681$236.0K0.3%00.0%UnchangedHolders
Q1 20229,681$250.0K0.3%00.0%UnchangedHolders
Q4 20219,681$213.0K0.2%−340−3.4%ReducedHolders
Q3 202110,021$217.0K0.2%00.0%UnchangedHolders
Q2 202110,021$242.0K0.3%00.0%UnchangedHolders
Q1 202110,021$221.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.