Legacy Wealth Management, LLC / MS »

iShares S&P 100 Index shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 750 276.76

More positions owned by Legacy Wealth Management, LLC / MS

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Palo Alto Networks (PANW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Wal-Mart Stores (WMT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Raytheon Technologies Corp (RTX)
UnitedHealth (UNH)
TJX Companies (TJX)
Boston Scientific Corporation (BSX)
Chubb (CB)

View all positions for Legacy Wealth Management, LLC / MS

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Morgan Stanley
Goldman Sachs Group
Ieq Capital
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LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index