Legacy Wealth Managment, Llc/Id Ishares Tr Bb Rated Corporate Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding HYBB
# of Institutions
58Shares Held
6.51MCall Options Held
0Put Options Held
0-
Benjamin F. Edwards & Company, Inc. St. Louis, MO2.01MShares$94.5 Million1.63% of portfolio
-
Stifel Financial Corp St. Louis, MO980KShares$46 Million0.04% of portfolio
-
Benjamin Edwards Inc Clayton, MO731KShares$34.3 Million0.41% of portfolio
-
Morgan Stanley New York, NY545KShares$25.6 Million0.0% of portfolio
-
Confluence Investment Management LLC434KShares$20.3 Million0.32% of portfolio