Legacy Financial Group LLC First Tr Exc Trd Fd Viii Ft Cb Call Options Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BUFD
# of Institutions
183Shares Held
42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$211 Million0.08% of portfolio
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Gw Henssler & Associates LTD3.96MShares$107 Million5.84% of portfolio
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Envestnet Asset Management Inc3.48MShares$93.8 Million0.03% of portfolio
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Centennial Wealth Advisory LLC1.77MShares$47.8 Million16.39% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.64MShares$44.3 Million0.1% of portfolio