Gladstone Institutional Advisory LLC Legg Mason ETF Invt Tr Clearbr Transaction History

Gladstone Institutional Advisory LLC

$2.1 Billion
Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 38,971 shares of LRGE stock, worth $3.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

38,971

Previous 38,618 0.91%

Holding current value

$3.01 Million

Previous $2.82 Million 4.01%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$72.16 - $78.82 $25,472 - $27,823	353 Added 0.91%	38,971 $2.93 Million
Q3 2024 Oct 28, 2024	BUY	$65.03 - $73.27 $10,274 - $11,576	158 Added 0.41%	38,618 $2.82 Million
Q2 2024 Aug 02, 2024	BUY	$63.04 - $70.09 $900,085 - $1 Million	14,278 Added 59.04%	38,460 $2.69 Million
Q1 2024 May 14, 2024	SELL	$58.02 - $67.81 $139,306 - $162,811	-2,401 Reduced 9.03%	24,182 $1.62 Million
Q3 2023 Nov 13, 2023	BUY	$51.34 - $56.39 $82,606 - $90,731	1,609 Added 6.44%	26,583 $1.38 Million
Q2 2023 Aug 10, 2023	BUY	$46.63 - $54.3 $16,786 - $19,548	360 Added 1.46%	24,974 $1.36 Million
Q1 2022 May 04, 2022	BUY	$47.85 - $60.74 $1.18 Million - $1.5 Million	24,614 New	24,614 $1.32 Million

Others Institutions Holding LRGE

# of Institutions

Shares Held

3.46M

Call Options Held

Put Options Held

View Full List

About LEGG MASON ETF INVT TR CLEARBR

Ticker LRGE
Sector ETFs
Industry ETFs

More about LRGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Account

Gladstone Institutional Advisory LLC Legg Mason ETF Invt Tr Clearbr Transaction History