Legacy Capital Wealth Partners, LLC Ishares Expanded Tech Sector E Transaction History

Legacy Capital Wealth Partners, LLC

$574 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$44.41 - $306.86 $35,305 - $243,953	795 New	795 $222,000

Others Institutions Holding IGM

# of Institutions

420

Shares Held

25.7M

Call Options Held

51.1K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

2.84M
Shares

$287 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.13M
Shares

$215 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

1.97M
Shares

$199 Million
1.91% of portfolio
Signature Estate & Investment Advisors LLC

1.86M
Shares

$187 Million
4.12% of portfolio
Royal Bank Of Canada Toronto, A6

1.21M
Shares

$122 Million
0.02% of portfolio

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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