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Visa shares owned by Legacy Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Legacy Wealth Management from 13F filings

Historical chart of Legacy Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Legacy Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Legacy Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 929 274.95

More positions owned by Legacy Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr 1000 Index Etf (SCHK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Legacy Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Northern Trust
Massachusetts Financial Services

View all funds holding Visa