Creative Planning Legg Mason ETF Invt Tr Clearbr Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Creative Planning holds 4,242 shares of LRGE stock, worth $297,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,242
Previous 5,126
17.25%
Holding current value
$297,406
Previous $374,000
14.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGE
# of Institutions
92Shares Held
3.55MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY529KShares$37.1 Million12.25% of portfolio
-
Morgan Stanley New York, NY418KShares$29.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$22.8 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.301KShares$21.1 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6226KShares$15.9 Million0.0% of portfolio