Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History
Shira Ridge Wealth Management
- $175 Billion
- Q1 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 179,297 shares of YLDE stock, worth $8.46 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
179,297
Previous 130,090
37.83%
Holding current value
$8.46 Million
Previous $5.77 Billion
46.75%
% of portfolio
4.85%
Previous 3.46%
Shares
3 transactions
Others Institutions Holding YLDE
# of Institutions
22Shares Held
553KCall Options Held
0Put Options Held
0-
Pfs Investments Inc. Duluth, GA110KShares$5.19 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC105KShares$4.94 Million0.0% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY38.6KShares$1.82 Million0.03% of portfolio
-
Envestnet Asset Management Inc19.1KShares$902,9250.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.5KShares$874,1570.0% of portfolio