Destiny Wealth Partners, LLC Legg Mason ETF Invt Tr Westn A Transaction History

Destiny Wealth Partners, LLC

$759 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$19.67 - $20.96 $191,251 - $203,794	9,723 New	9,723 $202,000
Q2 2022 Jul 15, 2022	SELL	$20.43 - $22.76 $4.92 Million - $5.48 Million	-240,870 Reduced 93.77%	15,995 $336,000
Q1 2022 Apr 21, 2022	BUY	$22.67 - $26.08 $628,775 - $723,354	27,736 Added 12.1%	256,865 $5.9 Million
Q4 2021 Jan 20, 2022	BUY	$26.2 - $27.0 $147,715 - $152,226	5,638 Added 2.52%	229,129 $6.01 Million
Q3 2021 Oct 28, 2021	SELL	$26.95 - $27.45 $445,294 - $453,556	-16,523 Reduced 6.88%	223,491 $6.02 Million

Q2 2021 Jul 27, 2021	BUY	$26.89 - $27.43 $58,593 - $59,769	2,179 Added 0.92%	240,014 $6.55 Million
Q1 2021 Apr 22, 2021	SELL	$26.71 - $28.14 $40,251 - $42,406	-1,507 Reduced 0.63%	237,835 $6.39 Million
Q4 2020 Feb 05, 2021	BUY	$28.05 - $28.86 $6.71 Million - $6.91 Million	239,342 New	239,342 $6.76 Million

Others Institutions Holding WBND

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LEGG MASON ETF INVT TR WESTN A

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