-
Value $
-
$59.9M
-
Signature - Title
-
Philip Mahoney - Chief Compliance Officer
-
Location
-
Reno, NV
-
Summary
-
This page shows a list of all the recent 13F filings made by Legacy Wealth Planning, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Planning, LLC reported 84 stock holdings with total value $59.9M as of Q3 2022. Top holdings included DGRW, DEW, AAPL, IWY, and COWZ.