Legacy Wealth Partners, Inc.

13F Filings History

Latest 13F report
Q2 2021 - Aug 16, 2021
Value $
$180M
Signature - Title
David Tracy - COO
Location
Calabasas, CA
Summary
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.
Holdings Value