Legacy Wealth Management, LLC / MS »

iShares S&P US Pref Stock Idx Fnd shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd 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 US Pref Stock Idx Fnd by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2024-09-30 $343k 10k 33.23

More positions owned by Legacy Wealth Management, LLC / MS

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
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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

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

View all funds holding iShares S&P US Pref Stock Idx Fnd