Avantax Planning Partners, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
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 3,245 shares of LRGE stock, worth $241,720. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,245
Previous 3,245
-0.0%
Holding current value
$241,720
Previous $217,000
4.15%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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