Legacy Wealth Planning, LLC
Q4 2021 13F Holdings
Location
Reno, NV
Holdings as of
12/31/2021
Value ($000)
$87,671
Num holdings
98
Date filed
2/14/2022
Form type
13F-HR
Prev filing
11/22/2021
Next filing
5/10/2022
SEC
View on sec.gov
Compare Q4 2021 to
2022 Q3
2022 Q2
2022 Q1
2021 Q3 - RESTATEMENT
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1 - RESTATEMENT
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type