Ever Source Wealth Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 105 shares of LRGE stock, worth $7,929. This represents 0.0% of its overall portfolio holdings.
Number of Shares
105
Previous 181
41.99%
Holding current value
$7,929
Previous $13,000
46.15%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding LRGE
# of Institutions
89Shares Held
3.74MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY559KShares$42.2 Million12.37% of portfolio
-
Morgan Stanley New York, NY410KShares$31 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6340KShares$25.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$25.6 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.302KShares$22.8 Million0.13% of portfolio