Barnes Pettey Financial Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Barnes Pettey Financial Advisors, LLC
- $177 Million
- Q3 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 30,625 shares of LRGE stock, worth $2.52 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
30,625
Previous 32,258
5.06%
Holding current value
$2.52 Million
Previous $2.56 Million
0.23%
% of portfolio
1.45%
Previous 1.75%
Shares
6 transactions
Others Institutions Holding LRGE
# of Institutions
87Shares Held
3.93MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY587KShares$48.2 Million14.1% of portfolio
-
Royal Bank Of Canada Toronto, A6383KShares$31.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC383KShares$31.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY363KShares$29.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.290KShares$23.8 Million0.13% of portfolio