York Bridge Wealth Partners, LLC First Tr ETF Indxx Innovation Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 21, 2019	SELL	$29.2 - $30.4 $2,190 - $2,280	-75 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	75 New	75 $2,000

Others Institutions Holding LEGR

# of Institutions

64

Shares Held

870K

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

137K
Shares

$6.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

104K
Shares

$5.15 Million
0.0% of portfolio
Alpha Omega Group, Inc.

95.1K
Shares

$4.72 Million
5.27% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

50.4K
Shares

$2.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

41.9K
Shares

$2.08 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
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