Fiserv shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Fiserv
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Quarterly reported holdings in Fiserv by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $683k | 3.8k | 179.65 |
| 2024-06-30 | $566k | 3.8k | 149.04 |
| 2024-03-31 | $645k | 4.0k | 159.82 |
| 2023-12-31 | $536k | 4.0k | 132.84 |
| 2023-09-30 | $456k | 4.0k | 112.96 |
| 2023-06-30 | $531k | 4.2k | 126.15 |
| 2023-03-31 | $480k | 4.2k | 113.03 |
| 2022-12-31 | $429k | 4.2k | 101.07 |
| 2022-09-30 | $409k | 4.4k | 93.57 |
More positions owned by Legacy Wealth Management, LLC / MS
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