Smart Money Group LLC Legg Mason ETF Invt Tr Westn A Transaction History

Smart Money Group LLC

$123 Million
Q3 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$20.43 - $22.76 $1.49 Million - $1.66 Million	-73,022 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$22.67 - $26.08 $269,342 - $309,856	-11,881 Reduced 13.99%	73,022 $1.68 Million
Q4 2021 Jan 27, 2022	BUY	$26.2 - $27.0 $1.03 Million - $1.06 Million	39,166 Added 85.63%	84,903 $2.23 Million
Q3 2021 Oct 29, 2021	BUY	$26.95 - $27.45 $729,752 - $743,291	27,078 Added 145.12%	45,737 $1.23 Million
Q2 2021 Aug 05, 2021	SELL	$26.89 - $27.43 $264,248 - $269,554	-9,827 Reduced 34.5%	18,659 $522,000

Q2 2021 Aug 03, 2021	SELL	$26.89 - $27.43 $315,688 - $322,028	-11,740 Reduced 29.19%	28,486 $804,000
Q1 2021 Apr 26, 2021	BUY	$26.71 - $28.14 $313,575 - $330,363	11,740 Added 41.21%	40,226 $1.08 Million
Q4 2020 Jan 27, 2021	BUY	$28.05 - $28.86 $151,946 - $156,334	5,417 Added 23.48%	28,486 $804,000
Q3 2020 Oct 29, 2020	BUY	$28.07 - $28.78 $123,788 - $126,919	4,410 Added 23.63%	23,069 $654,000
Q2 2020 Jul 29, 2020	BUY	$25.05 - $28.1 $195,790 - $219,629	7,816 Added 72.08%	18,659 $522,000
Q1 2020 May 13, 2020	BUY	$23.36 - $27.72 $253,292 - $300,567	10,843 New	10,843 $273,000

Others Institutions Holding WBND

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

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