Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 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 186,983 shares of YLDE stock, worth $9.89 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
186,983
Previous 188,745 0.93%
Holding current value
$9.89 Million
Previous $8.86 Billion 6.28%
% of portfolio
4.8%
Previous 4.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
28
Shares Held
605K
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR

YLDE Quotes by TradingView
  • Ticker YLDE
  • Sector ETFs
  • Industry ETFs
More about YLDE
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