A detailed history of Golden State Wealth Management, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 10,195 shares of LRGE stock, worth $705,086. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,195
Previous 20,390 50.0%
Holding current value
$705,086
Previous $1.42 Million 49928.62%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$69.32 - $78.69 $706,717 - $802,244
-10,195 Reduced 50.0%
10,195 $711 Million
Q1 2025

Apr 23, 2025

BUY
$69.32 - $78.69 $734,861 - $834,192
10,601 Added 108.3%
20,390 $1.42 Million
Q4 2024

Jan 28, 2025

BUY
$72.16 - $78.82 $706,374 - $771,568
9,789 New
9,789 $737 Million
Q2 2020

Aug 11, 2020

SELL
$31.03 - $41.14 $21,721 - $28,798
-700 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$29.09 - $41.15 $20,363 - $28,805
700 New
700 $23,000

Others Institutions Holding LRGE

About LEGG MASON ETF INVT TR CLEARBR


  • Ticker LRGE
  • Sector ETFs
  • Industry ETFs
More about LRGE
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.