Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History

Shira Ridge Wealth Management

  • $236 Billion
  • Q3 2025

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 180,466 shares of YLDE stock, worth $9.71 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
180,466
Previous 178,730 0.97%
Holding current value
$9.71 Million
Previous $9.4 Billion 4.79%
% of portfolio
4.18%
Previous 4.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$51.68 - $54.69 $89,716 - $94,941
1,736 Added 0.97%
180,466 $9.86 Billion
Q2 2025

Jul 09, 2025
SELL
$46.94 - $52.62 $34,547 - $38,728
-736 Reduced 0.41%
178,730 $9.4 Billion
Q1 2025

Apr 14, 2025
SELL
$49.87 - $52.92 $406,590 - $431,456
-8,153 Reduced 4.35%
179,466 $9.29 Billion
Q4 2024

Jan 13, 2025
BUY
$49.88 - $53.45 $31,723 - $33,994
636 Added 0.34%
187,619 $9.53 Billion
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
32
Shares Held
1.67M
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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