Creative Planning Legg Mason ETF Invt Tr Clearbr Transaction History
Creative Planning
- $129 Billion
- Q3 2025
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 $348,777. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,242
Previous 4,242
-0.0%
Holding current value
$348,777
Previous $336,000
5.06%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LRGE
# of Institutions
87Shares Held
3.93MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY587KShares$48.2 Million14.1% of portfolio
-
Royal Bank Of Canada Toronto, A6383KShares$31.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC383KShares$31.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY363KShares$29.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.290KShares$23.8 Million0.13% of portfolio