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Proshares Tr S&p 500 Aristo shares owned by Legacy Wealth Planning

Quarter-by-quarter ownership of Proshares Tr S&p 500 Aristo (NOBL) shares owned by Legacy Wealth Planning from 13F filings

Historical chart of Legacy Wealth Planning investment in Proshares Tr S&p 500 Aristo

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr S&p 500 Aristo held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr S&p 500 Aristo by Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $335k 4.2k 80.05
2022-06-30 $293k 3.4k 85.30
2022-03-31 $246k 2.6k 94.80

More positions owned by Legacy Wealth Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Apple (AAPL)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Charles River Laboratories (CRL)
Nuveen Mun High Income Opp F (NMZ)

View all positions for Legacy Wealth Planning

Top funds holding Proshares Tr S&p 500 Aristo

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
International Assets Investment Management
Raymond James & Associates
Commonwealth Equity Services
IAM Advisory
Cassaday & Co Wealth Management
Rockland Trust
Sontag Advisory
Brookstone Capital Management

View all funds holding Proshares Tr S&p 500 Aristo