Golden State Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,723 shares of LRGE stock, worth $634,985. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,723
Previous 10,014
22.88%
Holding current value
$634,985
Previous $794 Million
18.95%
% of portfolio
0.07%
Previous 0.1%
Shares
7 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