Legacy Capital Wealth Partners, LLC Closed Holding Positions

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
Q1 2022 Filed on May 16, 2022
88,102
$56.61 - $67.96 $4.99M - $5.99M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 16, 2022
144,462
$44.04 - $57.61 $6.36M - $8.32M
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on May 16, 2022
67,739
$52.1 - $55.0 $3.53M - $3.73M
EMB
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
15,600
$93.87 - $107.98 $1.46M - $1.68M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
Q1 2022 Filed on May 16, 2022
279,515
$19.57 - $21.34 $5.47M - $5.96M
MMLG
First Tr Exc Viii First Multi

Technology
Q1 2022 Filed on May 16, 2022
588,337
$20.11 - $27.16 $11.8M - $16M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
60,391
$19.06 - $20.59 $1.15M - $1.24M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
Q1 2022 Filed on May 16, 2022
450,323
$35.84 - $38.19 $16.1M - $17.2M
FCTR
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on May 16, 2022
352,155
$29.7 - $35.0 $10.5M - $12.3M
Slr Senior Investment Corp
Q1 2022 Filed on May 16, 2022
78,121
N/A
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q4 2021 Filed on Feb 14, 2022
336,225
$30.45 - $32.28 $10.2M - $10.9M
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q3 2021 Filed on Nov 15, 2021
183,904
$51.73 - $66.66 $9.51M - $12.3M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q3 2021 Filed on Nov 15, 2021
336,389
$37.03 - $41.81 $12.5M - $14.1M
FPX
First Trust Us Equity Opportun

ETFs
Q3 2021 Filed on Nov 15, 2021
1,897
$120.0 - $131.29 $228K - $249K
RYCEY
Rolls Royce Hldngs PLC Spons A
Q2 2021 Filed on Aug 13, 2021
17,032
$1.4 - $1.63 $23.8K - $27.8K
CAIXY
Caixa Bank
Q2 2021 Filed on Aug 13, 2021
15,695
$0.95 - $1.16 $14.9K - $18.2K
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,579
$44.21 - $52.45 $202K - $240K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
17,632
$177.72 - $186.68 $3.13M - $3.29M
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
Q2 2021 Filed on Aug 13, 2021
5,205
$47.86 - $53.52 $249K - $279K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q2 2021 Filed on Aug 13, 2021
2,788
$73.88 - $84.65 $206K - $236K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
2,087
$135.5 - $165.53 $283K - $345K
K
Kellogg CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
4,305
$62.06 - $68.21 $267K - $294K
IYH
Ishares Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
12,788
$251.53 - $273.61 $3.22M - $3.5M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
51,717
$34.59 - $38.89 $1.79M - $2.01M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2021 Filed on Aug 13, 2021
52,858
$58.35 - $61.95 $3.08M - $3.27M
HDB
Hdfc Bank LTD

Financial Services
Q2 2021 Filed on Aug 13, 2021
3,255
$68.25 - $77.74 $222K - $253K
FHN
First Horizon Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
37,524
$16.74 - $19.4 $628K - $728K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
951
$260.21 - $276.38 $247K - $263K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
3,265
$148.16 - $159.71 $484K - $521K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on May 14, 2021
568
$150.72 - $194.14 $85.6K - $110K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
224
$393.34 - $453.19 $88.1K - $102K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2021 Filed on May 14, 2021
237
$465.18 - $551.79 $110K - $131K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
1,197
$77.92 - $88.58 $93.3K - $106K
APH
Amphenol Corp

Technology
Q1 2021 Filed on May 14, 2021
993
$60.04 - $67.96 $59.6K - $67.5K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on May 14, 2021
843
$93.41 - $120.44 $78.7K - $102K
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email