Heritage Wealth Management, LLC Legg Mason ETF Invt Tr Transaction History

Heritage Wealth Management, LLC

$200 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	N/A	-1,639 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	N/A	1,639 New	1,639 $62,000

Others Institutions Holding YLDE

# of Institutions

22

Shares Held

562K

Call Options Held

0

Put Options Held

0

Shira Ridge Wealth Management Larkspur, CA

189K
Shares

$9.07 Million
4.94% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.28 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

105K
Shares

$5.03 Million
0.0% of portfolio
Oppenheimer Asset Management Inc. New York, NY

38.6K
Shares

$1.85 Million
0.03% of portfolio
Envestnet Asset Management Inc

19.1K
Shares

$919,582
0.0% of portfolio

About LEGG MASON ETF INVT TR

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