Heritage Wealth Management, LLC Legg Mason ETF Invt Tr Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$37.62 - $40.35 $61,659 - $66,133	-1,639 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	$34.87 - $37.8 $57,151 - $61,954	1,639 New	1,639 $62,000

Others Institutions Holding YLDE

# of Institutions

39

Shares Held

1.78M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

644K
Shares

$34.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

244K
Shares

$13 Million
0.0% of portfolio
Shira Ridge Wealth Management Larkspur, CA

191K
Shares

$10.2 Million
4.16% of portfolio
Lpl Financial LLC Fort Mill, SC

176K
Shares

$9.4 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.87 Million
0.08% of portfolio

About LEGG MASON ETF INVT TR

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