Legacy Wealth Asset Management LLC Has $1.89 Million Stock …

Oct 27, 2024 · Legacy Wealth Asset Management LLC increased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,857 shares of the …

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Legacy Wealth Asset Management LLC Has $1.89 Million Stock …

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LEGACY WEALTH ASSET MANAGEMENT, LLC - WhaleWisdom.com

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Legacy Wealth Asset Management is a large advisory firm with 398 clients and discretionary assets under management (AUM) of $394,000,000 (Form ADV from 2024-01-19). Their last …

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Legacy Wealth Asset Management, LLC Portfolio Holdings

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Legacy Wealth Asset Management, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $337 Million distributed in 345 stocks.

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Legacy Wealth , Current Portfolio, 13F Holdings (2024-08-14)

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Past Performances and the history of Asset Under Management Legacy Wealth Asset Management, LLC. Current Holdings: 339Stocks(14 new) Top holdings: FBTC(4.99%) …

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Legacy Wealth Asset Management LLC Grows Stock ... - ETF Daily …

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Oct 27, 2024 · Legacy Wealth Asset Management LLC lifted its holdings in Atlassian Co. (NASDAQ:TEAM – Free Report) by 2.1% during the third quarter, according to its most recent …

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Legacy Wealth Asset Management LLC Cuts Stake In SAP SE …

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Oct 26, 2024 · The institutional investor owned 11,702 shares of the software maker's stock after selling 2,113 shares during the quarter. SAP makes up 0.7% of Legacy Wealth Asset …

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Legacy Wealth Asset Management LLC Raises Holdings In …

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Oct 27, 2024 · Legacy Wealth Asset Management LLC grew its holdings in Dynatrace, Inc. (NYSE:DT – Free Report) by 30.4% in the 3rd quarter, according to its most recent 13F filing …

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Legacy Wealth Asset Management LLC Has $2.62 Million Position …

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Oct 26, 2024 · Legacy Wealth Asset Management LLC grew its position in shares of ASE Technology Holding Co., Ltd. (NYSE:ASX - Free Report) by 26.6% during the 3rd quarter, …

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Best Financial Advisor Firms New Jersey 2024 - Investor.com

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Aug 8, 2024 · $15.5 million Legacy Advisors $3.6 billion 236 18 $15.4 million Trumbower Financial Advisors ... $219.8 million Chandler Asset Management $35.8 billion 818 16 $43.8 million …

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Legacy Wealth Asset Management LLC Has $532,000 Stock …

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Oct 27, 2024 · Legacy Wealth Asset Management LLC lifted its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.1% during the third quarter, according to the …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: ... The minimum portfolio size is $2 million. Fees for investment management are based on a …

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Legacy Wealth Asset Management LLC Has $392,000 Holdings In …

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Oct 27, 2024 · Legacy Wealth Asset Management LLC raised its position in SPS Commerce, Inc. (NASDAQ:SPSC – Free Report) by 4.8% during the 3rd quarter, according to the company in …

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FAQs about Legacy Wealth Asset Management LLC Has $1.89 Million Stock … Coupon?

How much is legacy wealth Asset Management LLC worth?

Legacy Wealth Asset Management LLC’s holdings in Atlassian were worth $544,000 as of its most recent SEC filing. Several other institutional investors have also recently made changes to their positions in TEAM. Hennion & Walsh Asset Management Inc. grew its position in Atlassian by 36.5% during the 3rd quarter. ...

Does legacy wealth asset management own Atlassian co?

Legacy Wealth Asset Management LLC lifted its holdings in Atlassian Co. (NASDAQ:TEAM – Free Report) by 2.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,428 shares of the technology company’s stock after acquiring an additional 70 shares during the quarter. ...

Who is Valley wealth managers?

Valley Wealth Managers was founded in 1986 and is a wholly-owned subsidiary of Valley National Bank. The latter is publicly traded on the Nasdaq Global Select Market. Joseph Colleran serves as the President of the firm. Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...