Legacy Wealth Managment, Llc/Id Wisdomtree Tr U.S. Midcap Divi 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 DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$222 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$122 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$94.3 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$81.7 Million0.02% of portfolio