Creative Planning Legg Mason ETF Invt Tr Westn A Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$23.35 - $23.75 $211,761 - $215,388	9,069 New	9,069 $212,000

Others Institutions Holding WINC

# of Institutions

13

Shares Held

374K

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

104K
Shares

$2.5 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

92.7K
Shares

$2.22 Million
0.0% of portfolio
Encompass More Asset Management Danville, CA

80.5K
Shares

$1.93 Million
0.75% of portfolio
Choreo, LLC Minneapolis, MN

27K
Shares

$647,040
0.01% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

24K
Shares

$575,616
0.08% of portfolio

About LEGG MASON ETF INVT TR WESTN A

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