Legacy Capital Wealth Partners, LLC Proshares Tr Ultrashort S&P 50 Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Proshares Tr Ultrashort S&P 50 stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 335,151 shares of SDS stock, worth $6.58 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
335,151
Previous 135,943
146.54%
Holding current value
$6.58 Million
Previous $3.13 Million
120.75%
% of portfolio
1.21%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding SDS
# of Institutions
82Shares Held
4.96MCall Options Held
266KPut Options Held
252K-
Integrated Advisors Network LLC Palos Verdes Estates, CA1.1MShares$21.6 Million1.09% of portfolio
-
Envestnet Asset Management Inc425KShares$8.35 Million0.0% of portfolio
-
Bedell Frazier Investment Counseling, LLC414KShares$8.14 Million2.05% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ409KShares$8.03 Million0.1% of portfolio
-
Jane Street Group, LLC New York, NY253KShares$4.96 Million0.0% of portfolio