Appleton Partners Inc Legg Mason ETF Invt Tr Clearbr Call Options Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
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
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Morgan Stanley New York, NY477KShares$35.5 Million0.0% of portfolio
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Avantax Advisory Services, Inc.326KShares$24.3 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC287KShares$21.4 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A6207KShares$15.4 Million0.0% of portfolio