Iht Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,227 shares of LRGE stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,227
Previous 15,223
19.68%
Holding current value
$1.01 Million
Previous $1.21 Million
15.58%
% of portfolio
0.03%
Previous 0.04%
Shares
6 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