Creative Planning Legg Mason ETF Invt Tr Clearbr Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Creative Planning holds 5,126 shares of LRGE stock, worth $396,393. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,126
Previous 5,126
-0.0%
Holding current value
$396,393
Previous $357,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
88Shares Held
3.7MCall 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