Avantax Advisory Services, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 326,169 shares of LRGE stock, worth $24.3 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
326,169
Previous 356,341
8.47%
Holding current value
$24.3 Million
Previous $23.9 Million
4.74%
% of portfolio
0.17%
Previous 0.22%
Shares
22 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
-
Lpl Financial LLC Fort Mill, SC287KShares$21.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6207KShares$15.4 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO173KShares$12.9 Million0.01% of portfolio