Golden State Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
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
Others Institutions Holding LRGE
# of Institutions
91Shares Held
3.59MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY559KShares$38.7 Million12.37% of portfolio
-
Morgan Stanley New York, NY418KShares$28.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$22.5 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.301KShares$20.8 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6226KShares$15.7 Million0.0% of portfolio