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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EXPND TEC SC ETF | 51 | $325,000 | 1,174 | 0.54 | 0.46 | 75 | 6.82 | 09-30-2022 |
| PACER FDS TR | TRENDP US LAR CP | 52 | $305,000 | 8,100 | 0.50 | 8,100 | +Inf | 09-30-2022 | |
| MERCADOLIBRE INC | COM | 53 | $294,000 | 355 | 0.49 | 0.32 | 0 | 0.00 | 09-30-2022 |
| ISHARES TR | CORE S&P MCP ETF | 54 | $293,000 | 1,336 | 0.48 | 0.47 | -109 | -7.54 | 09-30-2022 |
