Sowell Financial Services LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding LRGE
# of Institutions
93Shares Held
3.64MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY529KShares$41.1 Million12.25% of portfolio
-
Morgan Stanley New York, NY454KShares$35.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC326KShares$25.3 Million0.01% of portfolio
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Avantax Advisory Services, Inc.301KShares$23.4 Million0.15% of portfolio
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Royal Bank Of Canada Toronto, A6230KShares$17.9 Million0.0% of portfolio