Legacy Wealth Managment, Llc/Id Invesco S&P Smallcap Momentum 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 XSMO
# of Institutions
173Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$89.2 Million0.04% of portfolio
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Envestnet Asset Management Inc1.23MShares$86.3 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$84 Million0.19% of portfolio
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Mainstay Capital Management LLC701KShares$49.2 Million8.51% of portfolio
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Steward Partners Investment Advisory, LLC481KShares$33.8 Million0.3% of portfolio