Legacy Wealth Managment, Llc/Id Ishares Morningstar Value ETF Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
184Shares Held
9.44MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$76.9 Million0.66% of portfolio
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Bank Of America Corp Charlotte, NC812KShares$69 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA703KShares$59.7 Million2.81% of portfolio
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Matrix Trust CO700KShares$59.5 Million9.3% of portfolio
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Ubs Group Ag497KShares$42.2 Million0.01% of portfolio