Legacy Wealth Planning, LLC Pacer Fds Tr Trendpilot Us Lar Call Options Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTLC
# of Institutions
207Shares Held
39MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.06MShares$318 Million0.03% of portfolio
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Morgan Stanley New York, NY4.49MShares$236 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.03MShares$159 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.44MShares$128 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.94MShares$102 Million7.84% of portfolio