Avantax Planning Partners, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,245 shares of LRGE stock, worth $231,206. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,245Holding current value
$231,206% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding LRGE
# of Institutions
52Shares Held
2.17MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY489KShares$34.8 Million11.18% of portfolio
-
Avantax Advisory Services, Inc.356KShares$25.4 Million0.22% of portfolio
-
Morgan Stanley New York, NY272KShares$19.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC157KShares$11.2 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6106KShares$7.58 Million0.0% of portfolio