Appleton Partners Inc Legg Mason ETF Invt Tr Clearbr Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
76Shares Held
3.26MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY528KShares$39.4 Million12.27% of portfolio
-
Morgan Stanley New York, NY477KShares$35.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.326KShares$24.3 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$21.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6207KShares$15.4 Million0.0% of portfolio