Legacy Capital Wealth Partners, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FJUN
# of Institutions
130Shares Held
5.24MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ370KShares$18.6 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC329KShares$16.6 Million0.03% of portfolio
-
Envestnet Asset Management Inc327KShares$16.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$13.6 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH242KShares$12.2 Million4.69% of portfolio