Barnes Pettey Financial Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Barnes Pettey Financial Advisors, LLC
- $125 Million
- Q3 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 34,732 shares of LRGE stock, worth $2.59 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
34,732
Previous 38,880
10.67%
Holding current value
$2.59 Million
Previous $2.71 Million
6.56%
% of portfolio
2.03%
Previous 2.34%
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