Legacy Wealth Planning, LLC
Q3 2022 13F Holdings
Location
Reno, NV
Holdings as of
9/30/2022
Value
$60.4M
Num holdings
84
Date filed
11/10/2022
Form type
13F-HR
Prev filing
7/26/2022
Next filing
SEC
View on sec.gov
Compare Q3 2022 to
2022 Q2
2022 Q1
2021 Q4
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