Legacy Financial Strategies, LLC Invesco S&P Smallcap Health Ca Transaction History
Legacy Financial Strategies, LLC
- $548 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
79Shares Held
769KCall Options Held
0Put Options Held
0-
G&S Capital LLC73.4KShares$3.1 Million1.21% of portfolio
-
Morgan Stanley New York, NY53.3KShares$2.25 Million0.0% of portfolio
-
Wbi Investments, Inc.51.1KShares$2.16 Million0.56% of portfolio
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Lpl Financial LLC Fort Mill, SC45KShares$1.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA44.6KShares$1.88 Million0.0% of portfolio