Number of Shares
171,016.00
Current Holdings Value*
$9.10 Mil
% of Portfolio
2.52%
Total Estimate Gain
$2.08 Mil
% of Total Estimate Gain
25.21%

Legacy Wealth Asset Management, LLC's Global X MLP ETF Holding Summary

As of 2025-03-31, Legacy Wealth Asset Management, LLC held 171,016.00 shares of Global X MLP ETF(MLPA), totaling $9.10 Mil. This investment constitutes 2.52% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 0.48% of the outstanding Global X MLP ETF(MLPA) stock.

The initial trade took place in 2021Q3. And since then Legacy Wealth Asset Management, LLC has made 7 purchases of MLPA, at an average price of $39.25, for a total of 209,890.00 shares. In addition, there have been 9 sales at an average price of $43.25 for 38,874.00 shares. Based on historical transaction data and MLPA's current price of $50.48, Legacy Wealth Asset Management, LLC's estimated gain on his MLPA holdings is $2.08 Mil, reflecting a 25.21% gain to date.

Legacy Wealth Asset Management, LLC MLPA ($50.48) Holding Chart

Legacy Wealth Asset Management, LLC MLPA ($50.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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