Avantax Advisory Services, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

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 326,169 shares of LRGE stock, worth $24.7 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
326,169
Previous 356,341 8.47%
Holding current value
$24.7 Million
Previous $23.9 Million 4.74%
% of portfolio
0.17%
Previous 0.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$63.04 - $70.09 $1.9 Million - $2.11 Million
-30,172 Reduced 8.47%
326,169 $22.8 Million
Q1 2024

May 08, 2024
SELL
$58.02 - $67.81 $6.17 Million - $7.21 Million
-106,392 Reduced 22.99%
356,341 $23.9 Million
Q4 2023

Feb 07, 2024
SELL
$50.12 - $59.88 $733,806 - $876,703
-14,641 Reduced 3.07%
462,733 $27.6 Million
Q3 2023

Nov 07, 2023
SELL
$51.34 - $56.39 $960,006 - $1.05 Million
-18,699 Reduced 3.77%
477,374 $24.7 Million
Q2 2023

Aug 11, 2023
SELL
$46.63 - $54.3 $1.18 Million - $1.37 Million
-25,229 Reduced 4.84%
496,073 $26.9 Million
Q1 2023

Apr 28, 2023
SELL
$40.56 - $47.68 $382,196 - $449,288
-9,423 Reduced 1.78%
521,302 $24.9 Million
Q4 2022

Feb 13, 2023
SELL
$39.2 - $44.52 $9,172 - $10,417
-234 Reduced 0.04%
530,725 $21.7 Million
Q3 2022

Nov 01, 2022
BUY
$39.64 - $49.05 $648,629 - $802,605
16,363 Added 3.18%
530,959 $21 Million
Q2 2022

Aug 02, 2022
SELL
$40.06 - $54.68 $169,573 - $231,460
-4,233 Reduced 0.82%
514,596 $21.5 Million
Q1 2022

Apr 27, 2022
SELL
$47.85 - $60.74 $1.54 Million - $1.95 Million
-32,109 Reduced 5.83%
518,829 $27.9 Million
Q4 2021

Jan 24, 2022
BUY
$55.57 - $63.0 $42,788 - $48,510
770 Added 0.14%
550,938 $33.5 Million
Q3 2021

Oct 21, 2021
BUY
$55.49 - $59.46 $19,476 - $20,870
351 Added 0.06%
550,168 $31.1 Million
Q2 2021

Jul 29, 2021
SELL
$50.98 - $56.03 $141,877 - $155,931
-2,783 Reduced 0.5%
549,817 $30.7 Million
Q1 2021

May 13, 2021
SELL
$47.61 - $51.59 $765,473 - $829,464
-16,078 Reduced 2.83%
552,600 $27.9 Million
Q4 2020

Jan 22, 2021
SELL
$43.85 - $50.01 $14.5 Million - $16.5 Million
-329,921 Reduced 36.72%
568,678 $28.5 Million
Q3 2020

Oct 14, 2020
BUY
$41.32 - $48.81 $9.51 Million - $11.2 Million
230,157 Added 34.43%
898,599 $41.2 Million
Q2 2020

Aug 06, 2020
SELL
$31.03 - $41.14 $110 Million - $145 Million
-3,534,198 Reduced 84.09%
668,442 $27.3 Million
Q1 2020

Apr 30, 2020
SELL
$29.09 - $41.15 $913,309 - $1.29 Million
-31,396 Reduced 0.74%
4,202,640 $136 Million
Q4 2019

Feb 14, 2020
BUY
$33.92 - $38.2 $4.41 Million - $4.97 Million
130,017 Added 3.17%
4,234,036 $161 Million
Q3 2019

Nov 08, 2019
BUY
$34.53 - $35.5 $8.5 Million - $8.73 Million
246,018 Added 6.38%
4,104,019 $143 Million
Q2 2019

Aug 06, 2019
BUY
N/A
484,114 Added 14.35%
3,858,001 $134 Million
Q1 2019

May 13, 2019
BUY
N/A
3,373,887 New
3,373,887 $112 Million

Others Institutions Holding LRGE

# of Institutions
76
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR CLEARBR

LRGE Quotes by TradingView
  • Ticker LRGE
  • Sector ETFs
  • Industry ETFs
More about LRGE
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email