Captrust Financial Advisors Legg Mason ETF Invt Tr Clearbr Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Captrust Financial Advisors holds 5,605 shares of LRGE stock, worth $427,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,605
Previous 5,605
-0.0%
Holding current value
$427,157
Previous $391,000
4.6%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGE
# of Institutions
79Shares Held
3.4MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY528KShares$40.3 Million12.27% of portfolio
-
Morgan Stanley New York, NY454KShares$34.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.2 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.3 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.5 Million0.0% of portfolio