Legacy Capital Wealth Partners, LLC First Trust Us Equity Opportun Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding FPX
# of Institutions
184Shares Held
3.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY558KShares$73.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$38.4 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA261KShares$34.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC129KShares$17 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL102KShares$13.5 Million0.03% of portfolio