Arete Wealth Advisors, LLC Legg Mason ETF Invt Tr Westn A Transaction History

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 09, 2021	SELL	$26.89 - $27.43 $3.6 Million - $3.67 Million	-133,913 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$26.71 - $28.14 $32,052 - $33,768	-1,200 Reduced 0.89%	133,913 $3.6 Million
Q4 2020 Feb 08, 2021	BUY	$28.05 - $28.86 $803,772 - $826,983	28,655 Added 26.92%	135,113 $3.81 Million
Q3 2020 Nov 09, 2020	BUY	$28.07 - $28.78 $498,102 - $510,701	17,745 Added 20.0%	106,458 $3.02 Million
Q2 2020 Aug 11, 2020	BUY	$25.05 - $28.1 $867,581 - $973,215	34,634 Added 64.04%	88,713 $2.48 Million

Q1 2020 May 14, 2020	BUY	$23.36 - $27.72 $195,009 - $231,406	8,348 Added 18.25%	54,079 $1.36 Million
Q4 2019 Feb 14, 2020	BUY	$26.9 - $95.82 $1.23 Million - $4.38 Million	45,731 New	45,731 $1.23 Million

Others Institutions Holding WBND

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LEGG MASON ETF INVT TR WESTN A

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