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Spdr Ser Tr cmn shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 35k 30.85
2024-06-30 $641k 21k 30.85
2023-09-30 $1.0M 34k 30.72
2023-03-31 $1.1M 37k 30.43

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
Ishares Tr Core Msci Eafe (IEFA)
Proshares Tr Ultrashrt S&p500 (SDS)
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)

View all positions for Legacy Capital Wealth Partners

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Tiaa Trust, National Association
Wells Fargo & Company
Morgan Stanley
LPL Financial
Renaissance Technologies
Bank of America Corporation
Envestnet Asset Management
New York Life Investment Management
Keybank National Association
Facet Wealth
ValMark Advisers
State Street Corporation
Advisor Group Holdings
Towercrest Capital Management

View all funds holding Spdr Ser Tr cmn