Legacy Capital Wealth Partners, LLC First Tr Exchange Traded Fd Ii Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding FPXI
# of Institutions
85Shares Held
1.94MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA334KShares$16.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$14.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY219KShares$10.9 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.39 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ74.4KShares$3.7 Million2.49% of portfolio