Legacy Wealth Asset Management, LLC
Holdings in PUK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $848,735 | 27,273 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $774,959 | 27,687 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $696,406 | 27,834 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $603,526 | 28,071 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $349,101 | 21,901 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $480,352 | 25,909 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $470,530 | 25,684 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $470,900 | 24,437 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $537,879 | 23,959 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $535,111 | 24,412 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $795,735 | 28,098 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $768,609 | 28,113 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $695,876 | 25,323 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $391,129 | 19,635 | Shares | Sole | 2022-10-14 |