Legacy Wealth Asset Management, LLC
Holdings in SHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $962,658 | 17,950 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $902,982 | 17,927 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $809,806 | 17,924 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $627,324 | 19,555 | Shares | Sole | 2025-04-09 |
| 2023-12-31 | $1,211,100 | 39,347 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $1,048,129 | 39,567 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $423,553 | 16,253 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $430,312 | 15,973 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $400,655 | 14,345 | Shares | Sole | 2023-02-02 |
| 2022-06-30 | $722,967 | 25,314 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $771,230 | 23,070 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $665,152 | 21,519 | Shares | Sole | 2022-02-10 |