Dynamic Advisor Solutions LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding LRGE
# of Institutions
92Shares Held
3.61MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY559KShares$38.9 Million12.37% of portfolio
-
Morgan Stanley New York, NY418KShares$29.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC326KShares$22.7 Million0.01% of portfolio
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Avantax Advisory Services, Inc.301KShares$21 Million0.15% of portfolio
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Royal Bank Of Canada Toronto, A6226KShares$15.8 Million0.0% of portfolio