Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Put Options Transaction History

Legacy Financial Advisors, Inc.

$527 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PID

# of Institutions

172

Shares Held

20.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.13M
Shares

$55.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.6M
Shares

$28.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$21.8 Million
0.01% of portfolio
Modern Wealth Management, LLC Lenexa, KS

1.01M
Shares

$18 Million
0.48% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18 Million
7.89% of portfolio

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