Legacy Wealth Planning, LLC
- SEC CIK
- 0001802490
- Latest filing
- Nov 10, 2022
LPLA holding history
LPL Financial Holdings Inc. 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.
LPLA overviewAll 13F holders of LPLAFull Q3 2022 holdings
- Shares (Q3 2022)
- 1,901
- Value
- $415.0K
- % of portfolio
- 0.7%
- Quarters held
- 5
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 1,901 | $415.0K | 0.7% | +20+1.1% | Added | Holders |
| Q2 2022 | 1,881 | $347.0K | 0.5% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1,881 | $344.0K | 0.4% | +250+15.3% | Added | Holders |
| Q4 2021 | 1,631 | $261.0K | 0.3% | +200+14.0% | Added | Holders |
| Q3 2021 | 1,431 | $224.0K | 0.3% | +1,431 | New | Holders |