Legacy Financial Strategies, LLC Invesco S&P Smallcap Health Ca Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
86Shares Held
902KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.5KShares$4.58 Million0.0% of portfolio
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Wbi Investments, Inc.92.8KShares$4.36 Million1.06% of portfolio
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Wells Fargo & Company San Francisco, CA83.4KShares$3.91 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC55.5KShares$2.61 Million0.0% of portfolio
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Pacific Sun Financial Corp51.2KShares$2.4 Million1.31% of portfolio