LWMI
CEP

Legacy Wealth Management (Idaho)’s Cantor Equity Partners CEP Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CEP Stock Details CEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,148
Closed -$59.7K – 838
2025
Q2 		$59.7K Buy
+2,148
New +$65.6K 0.03% 143

Other funds holding CEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCP
Sender Company & Partners New York $165M AUM 34.66% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CEP Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Cantor Equity Partners (CEP) in Q3 2025, closing a stake of 2,148 shares — an estimated $59.7K sold.

Legacy Wealth Management (Idaho) first reported a position in CEP in Q2 2025 and held it in 1 quarter. The position peaked at $59.7K in Q2 2025. 35 funds tracked by Wall St. Rank hold CEP as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Cantor Equity Partners position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,148 Cantor Equity Partners shares in Q3 2025, an estimated $59.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Cantor Equity Partners in Q2 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Cantor Equity Partners position peaked at $59.7K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Cantor Equity Partners as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.