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NeoVo shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of NeoVo (NEOV) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in NeoVo

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All positions including NeoVo held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NeoVo by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 3.5M 5.11

More positions owned by Legacy Wealth Managment

NeoVo (NEOV)
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Simplify Exchange Traded Fun Volatility Prem (SVOL)
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Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

Top funds holding NeoVo

Legacy Wealth Managment
Legacy Investment Solutions
BlackRock
BlackRock
Vanguard Group
Geode Capital Management
BIP Wealth
State Street Corporation
Northern Trust
Charles Schwab Investment Management
Barclays
Two Sigma Securities
Centennial Wealth Advisory
Tower Research Capital
Morgan Stanley

View all funds holding NeoVo