Milestone Investment Advisors LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Milestone Investment Advisors LLC
- $395 Million
- Q3 2025
A detailed history of Milestone Investment Advisors LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,907 shares of LRGE stock, worth $485,673. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,907
Previous 5,907
-0.0%
Holding current value
$485,673
Previous $468,000
5.13%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
87Shares 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