Avantax Planning Partners, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,197 shares of LRGE stock, worth $262,857. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,197
Previous 3,197 -0.0%
Holding current value
$262,857
Previous $253,000 5.14%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$62.75 - $79.31 $3,012 - $3,806
-48 Reduced 1.48%
3,197 $253,000
Q1 2024

May 02, 2024
BUY
$58.02 - $67.81 $188,274 - $220,043
3,245 New
3,245 $217,000
Q2 2022

Jul 18, 2022
BUY
$40.06 - $54.68 $262,993 - $358,974
6,565 New
6,565 $274,000

Others Institutions Holding LRGE

# of Institutions
87
Shares Held
3.91M
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR CLEARBR

LRGE Quotes by TradingView
  • Ticker LRGE
  • Sector ETFs
  • Industry ETFs
More about LRGE
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email