Avantax Advisory Services, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 289,647 shares of LRGE stock, worth $23.2 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
289,647
Previous 301,532
3.94%
Holding current value
$23.2 Million
Previous $21 Million
9.18%
% of portfolio
0.13%
Previous 0.13%
Shares
26 transactions
Others Institutions Holding LRGE
# of Institutions
91Shares Held
3.77MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY574KShares$45.9 Million12.99% of portfolio
-
Royal Bank Of Canada Toronto, A6383KShares$30.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY374KShares$29.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC364KShares$29.1 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO202KShares$16.2 Million0.02% of portfolio