Appleton Partners Inc Legg Mason ETF Invt Tr Clearbr Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
83Shares Held
3.46MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY529KShares$40.9 Million12.25% of portfolio
-
Morgan Stanley New York, NY454KShares$35.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.6 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.7 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.8 Million0.0% of portfolio