Legacy Wealth Managment, Llc/Id Innovator Etfs Tr Call Options Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BALT
# of Institutions
137Shares Held
19.2MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.7 Million10.21% of portfolio
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Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
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Compass Advisory Group LLC655KShares$20.8 Million9.82% of portfolio