Legacy Capital Wealth Partners, LLC Simplify Exch Traded Fds Simpl Call Options Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CTA
# of Institutions
108Shares Held
7.38MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.5 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio
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Beacon Capital Management, LLC371KShares$10.9 Million1.66% of portfolio
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Envestnet Asset Management Inc361KShares$10.6 Million0.0% of portfolio