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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)
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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

LPL Financial
Morgan Stanley
HighTower Advisors
Bank of America Corporation
Wells Fargo & Company
Global X Japan
CWM
Raymond James Financial Services Advisors
Advisor Group Holdings
Royal Bank of Canada
Raymond James & Associates
Cetera Investment Advisers
Brookstone Capital Management
Cambridge Investment Research Advisors
Principal Securities

View all funds holding Global X Fds nasdaq 100 cover