Barnes Pettey Financial Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
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 33,247 shares of LRGE stock, worth $2.57 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
33,247
Previous 34,732
4.28%
Holding current value
$2.57 Million
Previous $2.54 Million
1.34%
% of portfolio
1.92%
Previous 2.03%
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
83Shares Held
3.46MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY529KShares$40.9 Million12.25% of portfolio
-
Morgan Stanley New York, NY454KShares$35.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.6 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.7 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.8 Million0.0% of portfolio