# Legacy Wealth Management LLC MS

Type: Company

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/legacy-wealth-management-llc-ms
Canonical HTML page: https://getfinancebrief.com/entity/legacy-wealth-management-llc-ms

## Recent coverage (1 stories)

### PANW Remains Top 10 Holding for Legacy Wealth Management Despite Q4 Trim
2026-03-21 01:25:38 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Legacy Wealth Management LLC MS reduced its stake in Palo Alto Networks by 7.8% during the fourth quarter, according to recent SEC filings. Despite the sale of 3,182 shares, the cybersecurity leader remains the firm's 10th largest position, signaling continued institutional confidence.
Full story: https://getfinancebrief.com/story/palo-alto-networks-legacy-wealth-management-position-q4

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