Legacy Capital Wealth Partners, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PZA
# of Institutions
233Shares Held
81.7MCall Options Held
4.7KPut Options Held
35K-
Bank Of America Corp Charlotte, NC43.1MShares$1.04 Billion0.09% of portfolio
-
Ubs Group Ag2.95MShares$70.7 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.53MShares$60.6 Million1.41% of portfolio
-
Envestnet Asset Management Inc2.12MShares$51 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.84MShares$44.3 Million0.0% of portfolio