Legacy Capital Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 19,228 shares of CTA stock, worth $536,076. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,228Holding current value
$536,076% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.4 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.2 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.1 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$9.24 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.11 Million5.85% of portfolio