Legacy Wealth Management, LLC / MS
CIK
0002047443
City
RIDGELAND
State / Country
MS
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $573,811 | 54,753 | Shares | Sole | 2026-01-05 |
| 2025-09-30 | $588,734 | 54,563 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $240,666 | 22,877 | Shares | Sole | 2025-07-01 |
| 2025-03-31 | $127,566 | 13,302 | Shares | Sole | 2025-04-03 |
| 2024-12-31 | $589,967 | 49,411 | Shares | Sole | 2025-01-06 |