Geo Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,288 shares of LRGE stock, worth $251,762. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,288Holding current value
$251,762% of portfolio
0.01%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$40.5 Million12.27% of portfolio
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Morgan Stanley New York, NY454KShares$34.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC331KShares$25.4 Million0.01% of portfolio
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Avantax Advisory Services, Inc.306KShares$23.4 Million0.15% of portfolio
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Royal Bank Of Canada Toronto, A6230KShares$17.6 Million0.0% of portfolio