Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY WEALTH PLANNING LLC | 11-10-2022 | 09-30-2022 | 84 | 60,439,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 1 | $6,662,000 | 123,570 | 11.02 | 10.45 | -3,576 | -2.81 | 09-30-2022 |
| WISDOMTREE TR | GLB HIGH DIV FD | 2 | $5,047,000 | 122,672 | 8.35 | 9.68 | -24,105 | -16.42 | 09-30-2022 |
| APPLE INC | COM | 3 | $3,690,000 | 26,702 | 6.11 | 5.26 | -150 | -0.56 | 09-30-2022 |
| ISHARES TR | RUS TP200 GR ETF | 4 | $3,618,000 | 30,279 | 5.99 | 5.49 | -282 | -0.92 | 09-30-2022 |
