Legacy Wealth Management, LLC / MS »

Spdr Series Trust dj ttl mkt etf shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in Spdr Series Trust dj ttl mkt etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust dj ttl mkt etf held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2024-09-30 $492k 7.0k 70.06
2024-06-30 $251k 3.8k 66.35
2024-03-31 $243k 3.8k 64.15

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

Top funds holding Spdr Series Trust dj ttl mkt etf

LPL Financial
Huntington National Bank
CWM
Private Advisor
Envestnet Asset Management
ValMark Advisers
Wealthcare Advisory Partners
RFG Advisory
Wealth Enhancement Advisory Services
Professional Financial Advisors
Syntegra Private Wealth Group
Shepherd Financial Partners
Advisor Group Holdings
Morgan Stanley
Wealthquest

View all funds holding Spdr Series Trust dj ttl mkt etf