Weaver Consulting Group Legg Mason ETF Invt Tr Transaction History

Weaver Consulting Group

$287 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$31.69 - $36.01 $9,665 - $10,983	-305 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$22.64 - $33.91 $6,905 - $10,342	305 New	305 $8,000

Others Institutions Holding YLDE

# of Institutions

28

Shares Held

605K

Call Options Held

0

Put Options Held

0

Shira Ridge Wealth Management Larkspur, CA

187K
Shares

$9.59 Million
4.8% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$5.94 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.64 Million
0.08% of portfolio
Oppenheimer Asset Management Inc. New York, NY

43.9K
Shares

$2.25 Million
0.03% of portfolio
Hamilton Capital, LLC Columbus, OH

20.9K
Shares

$1.07 Million
0.08% of portfolio

About LEGG MASON ETF INVT TR

Ticker YLDE
Sector ETFs
Industry ETFs

More about YLDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Weaver Consulting Group, based on Form 13F filings with the SEC.

News

Stay updated on Weaver Consulting Group with notifications on news.