York Bridge Wealth Partners, LLC Legg Mason ETF Invt Tr Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 8,005 shares of YLDE stock, worth $413,138. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,005
Previous 8,005
-0.0%
Holding current value
$413,138
Previous $277,000
12.64%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding YLDE
# of Institutions
28Shares Held
605KCall Options Held
0Put Options Held
0-
Shira Ridge Wealth Management Larkspur, CA187KShares$9.65 Million4.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC116KShares$5.97 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA110KShares$5.67 Million0.08% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY43.9KShares$2.27 Million0.03% of portfolio
-
Hamilton Capital, LLC Columbus, OH20.9KShares$1.08 Million0.08% of portfolio