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| Name: |
LEGACY WEALTH MANAGEMENT, INC |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38138 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
3 |
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Unchanged Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
14 |
- |
$258.19 |
$7,016,000 |
26,995 |
0.52% |
612,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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AGG |
iShares Barclays Agency Bond |
16 |
- |
$96.29 |
$3,696,000 |
37,738 |
0.27% |
-49,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
22 |
- |
$176.70 |
$269,000 |
1,504 |
0.02% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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