Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 187,619 shares of YLDE stock, worth $9.74 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares

187,619

Previous 186,983 0.34%

Holding current value

$9.74 Million

Previous $9.42 Billion 1.12%

% of portfolio

4.66%

Previous 4.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$49.88 - $53.45 $31,723 - $33,994	636 Added 0.34%	187,619 $9.53 Billion
Q3 2024 Oct 10, 2024	SELL	$46.1 - $50.39 $81,228 - $88,787	-1,762 Reduced 0.93%	186,983 $9.42 Billion
Q2 2024 Jul 11, 2024	BUY	$44.6 - $47.65 $421,380 - $450,197	9,448 Added 5.27%	188,745 $8.86 Billion
Q1 2024 Apr 18, 2024	BUY	$44.02 - $47.25 $2.17 Million - $2.33 Million	49,207 Added 37.83%	179,297 $8.47 Billion
Q4 2023 Jan 10, 2024	BUY	$39.25 - $44.43 $4.88 Million - $5.53 Million	124,397 Added 2185.09%	130,090 $5.77 Billion
Q3 2023 Oct 10, 2023	BUY	$40.38 - $43.32 $229,883 - $246,620	5,693 New	5,693 $230 Million

Others Institutions Holding YLDE

# of Institutions

Shares Held

615K

Call Options Held

Put Options Held

View Full List

About LEGG MASON ETF INVT TR

Ticker YLDE
Sector ETFs
Industry ETFs

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Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History