In its recent 13F-HR filing, Legacy Wealth Management, Inc (0001488921) disclosed its holdings as of the reporting period. This filing is significant as it provides investors and the public with insight into the company’s investment decisions and portfolio management strategies. By detailing the securities held, the filing allows stakeholders to track any changes in Legacy Wealth Management’s positions, which can be valuable information for making informed investment decisions.
Legacy Wealth Management, Inc is a financial advisory firm that offers wealth management services to individual and institutional clients. With a focus on personalized financial planning and investment management, the company aims to help clients achieve their financial goals. For more information about Legacy Wealth Management, you can visit their website here.
The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form discloses the manager’s equity holdings, including information on the securities held, the number of shares, and the total value of each position. This transparency promotes market integrity and allows investors to track the investment activities of institutional managers like Legacy Wealth Management, Inc.
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Legacy Wealth Management, Inc (0001488921) Files 13F-HR Form with SEC
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