Legacy Capital Wealth Partners, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 5,137 shares of DJUL stock, worth $218,219. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,137
Previous 5,137
-0.0%
Holding current value
$218,219
Previous $212,000
1.42%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DJUL
# of Institutions
113Shares Held
5.33MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph769KShares$32.7 Million10.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ526KShares$22.3 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL411KShares$17.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA198KShares$8.43 Million1.02% of portfolio