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Global X Fds nasdaq 100 cover shares owned by Legacy Wealth Planning

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by Legacy Wealth Planning from 13F filings

Historical chart of Legacy Wealth Planning investment in Global X Fds nasdaq 100 cover

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds nasdaq 100 cover held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds nasdaq 100 cover by Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $185k 12k 15.63
2022-06-30 $217k 12k 17.48
2022-03-31 $222k 11k 20.94
2021-12-31 $227k 10k 22.19
2021-09-30 $300k 14k 22.06
2021-06-30 $324k 14k 22.45
2021-03-31 $285k 13k 22.60

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Vanguard Index Fds Sm Cp Val Etf (VBR)
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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 Global X Fds nasdaq 100 cover

Global X Japan
Morgan Stanley
LPL Financial
Wells Fargo & Company
Nissay Asset Management Corp
Advisor Group Holdings
Ameriprise Financial
Raymond James Financial
CWM
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Foguth Wealth Management
Brookstone Capital Management
Mirae Asset Global Etfs Holdings

View all funds holding Global X Fds nasdaq 100 cover