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Value $
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$180M
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Signature - Title
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David Tracy - COO
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Location
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Calabasas, CA
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Summary
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This page shows a list of all the recent 13F filings made by Legacy Wealth Partners, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Partners, Inc. reported 90 stock holdings with total value $180M as of Q2 2021. Top holdings included QQQ, SPY, IJR, IVV, and DIAL.