Appleton Partners Inc Legg Mason ETF Invt Tr Clearbr Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
89Shares Held
3.74MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY559KShares$42.2 Million12.37% of portfolio
-
Morgan Stanley New York, NY410KShares$31 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6340KShares$25.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$25.6 Million0.01% of portfolio
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Avantax Advisory Services, Inc.302KShares$22.8 Million0.13% of portfolio