Barnes Pettey Financial Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Barnes Pettey Financial Advisors, LLC
- $128 Million
- Q1 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 32,651 shares of LRGE stock, worth $2.47 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
32,651
Previous 33,247
1.79%
Holding current value
$2.47 Million
Previous $2.5 Million
8.95%
% of portfolio
1.79%
Previous 1.92%
Shares
4 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
-
Royal Bank Of Canada Toronto, A6340KShares$25.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$25.6 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.302KShares$22.8 Million0.13% of portfolio