Legacy Capital Wealth Partners, LLC Listed Fds Tr Core Alternative Put Options Transaction History
Legacy Capital Wealth Partners, LLC
- $381 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CCOR
# of Institutions
42Shares Held
5.73MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$42.5 Million4.55% of portfolio
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Alaska Permanent Capital Management802KShares$22.1 Million1.71% of portfolio
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Frontier Wealth Management LLC Kansas City, MO732KShares$20.1 Million0.28% of portfolio
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Envestnet Asset Management Inc521KShares$14.3 Million0.0% of portfolio
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Apcm Wealth Management For Individuals318KShares$8.75 Million1.23% of portfolio