Ever Source Wealth Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 105 shares of LRGE stock, worth $8,633. This represents 0.0% of its overall portfolio holdings.
Number of Shares
105
Previous 105
-0.0%
Holding current value
$8,633
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding LRGE
# of Institutions
88Shares 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