Legacy Capital Wealth Partners, LLC Proshares Tr Ultrashort S&P 50 Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Proshares Tr Ultrashort S&P 50 stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 171,555 shares of SDS stock, worth $3.22 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
171,555
Previous 335,151
48.81%
Holding current value
$3.22 Million
Previous $6.91 Million
51.2%
% of portfolio
0.77%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding SDS
# of Institutions
83Shares Held
5.07MCall Options Held
266KPut Options Held
252K-
Integrated Advisors Network LLC Palos Verdes Estates, CA1.1MShares$20.6 Million1.09% of portfolio
-
Envestnet Asset Management Inc425KShares$7.98 Million0.0% of portfolio
-
Bedell Frazier Investment Counseling, LLC414KShares$7.78 Million2.05% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ409KShares$7.68 Million0.1% of portfolio
-
Imc Chicago, LLC363KShares$6.81 Million0.21% of portfolio