Legacy Capital Wealth Partners, LLC Ssga Active Trust Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$41.68 - $42.09 $475,193 - $479,868	11,401 New	11,401 $476,000

Others Institutions Holding SRLN

# of Institutions

573

Shares Held

141M

Call Options Held

48.3K

Put Options Held

48.7K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$443 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

7.83M
Shares

$324 Million
11.19% of portfolio
Arizona Psprs Trust Phoenix, AZ

7.74M
Shares

$321 Million
10.41% of portfolio
Morgan Stanley New York, NY

7.43M
Shares

$308 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

6.86M
Shares

$284 Million
0.05% of portfolio

About SSGA ACTIVE TRUST

Ticker SRLN
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