Legacy Wealth Managment, Llc/Id First Tr Exc Trd Fd Viii Ft Cb Call Options Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding BUFD
# of Institutions
179Shares Held
42.8MCall Options Held
1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$201 Million0.08% of portfolio
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Gw Henssler & Associates LTD4.25MShares$109 Million6.16% of portfolio
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Envestnet Asset Management Inc3.43MShares$88 Million0.03% of portfolio
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Legacy Financial Group LLC1.92MShares$49.1 Million8.4% of portfolio
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Centennial Wealth Advisory LLC1.78MShares$45.7 Million17.04% of portfolio