Legacy Wealth Asset Management, LLC
Holdings in TAK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,600,146 | 166,783 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $2,437,296 | 166,482 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $2,547,576 | 164,785 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $2,757,968 | 185,472 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $1,864,681 | 140,837 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $2,298,179 | 161,616 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $2,127,517 | 164,414 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,188,313 | 157,546 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $2,219,384 | 155,528 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $1,933,239 | 124,967 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $1,949,862 | 124,116 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,032,033 | 123,303 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $2,145,795 | 137,551 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $1,772,934 | 136,695 | Shares | Sole | 2022-10-14 |