Legacy Wealth Managment, Llc/Id Innovator Etfs Tr Call Options Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BALT
# of Institutions
130Shares Held
17.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.8 Million7.07% of portfolio
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Envestnet Asset Management Inc1.72MShares$54.3 Million0.02% of portfolio
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Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.1 Million1.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.3 Million0.1% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$33.4 Million0.05% of portfolio