Legacy Wealth Management, LLC / MS

Q2 2026 13F Holdings

Location
Ridgeland, MS
Holdings as of
6/30/2026
Value
$390M
Num holdings
114
Date filed
7/8/2026
Form type
13F-HR
Prev filing
4/10/2026
Next filing
10/30/2026
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type