Legacy Wealth Planning, LLC current holdings: USA Preferred Shares
Legacy Wealth Planning, LLC reported $0.00 billion in preferred shares (listed in the US), 1 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are PGX.
- PGX: Country of operation —; Class PFD ETF; Shares 31,277; Value $372,000.
Form 13F-HR as filed (SEC CIK 1802490): quarter ended 2022-09-30, filed 2022-11-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| PGX INVESCO EXCHNG TRADED FD | PFD ETF | 31,277 | $372,000 | 2022-09-30 | 2022-11-10 |
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