Legacy Capital Wealth Partners, LLC Vaneck Cef Muni Income ETF Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
Shares
11 transactions
Others Institutions Holding XMPT
# of Institutions
52Shares Held
6.88MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.24MShares$48.8 Million0.01% of portfolio
-
Fidelity D & D Bancorp Inc Dunmore, PA1.04MShares$22.8 Million16.1% of portfolio
-
Marcum Wealth, LLC947KShares$20.6 Million1.78% of portfolio
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Bank Of America Corp Charlotte, NC677KShares$14.7 Million0.0% of portfolio
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Envestnet Asset Management Inc281KShares$6.12 Million0.0% of portfolio