Family Management Corp Legg Mason ETF Invt Tr Clearbr Transaction History
Family Management Corp
- $593 Million
- Q3 2024
A detailed history of Family Management Corp transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Family Management Corp holds 6,414 shares of LRGE stock, worth $489,708. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,414
Previous 6,414
-0.0%
Holding current value
$489,708
Previous $447,000
4.7%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
79Shares Held
3.4MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY528KShares$40.3 Million12.27% of portfolio
-
Morgan Stanley New York, NY454KShares$34.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.3 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.4 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.6 Million0.0% of portfolio