Ifp Advisors, Inc Legg Mason ETF Invt Tr Clearbr Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 12, 2022	BUY	N/A	196 New	196 $12,000
Q3 2021 Oct 06, 2021	SELL	N/A	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	N/A	0 New	0 $0
Q1 2021 Apr 30, 2021	SELL	N/A	-825 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	N/A	-290 Reduced 26.01%	825 $32,000

Q3 2019 Nov 07, 2019	BUY	N/A	475 Added 74.22%	1,115 $38,000
Q4 2018 Jan 23, 2019	BUY	N/A	142 Added 28.51%	640 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-619 Reduced 55.42%	498 $0
Q1 2018 Jun 03, 2019	BUY	N/A	619 Added 124.3%	1,117 $33,000
Q1 2018 May 09, 2018	SELL	N/A	-619 Reduced 55.42%	498 $0
Q4 2017 Jan 24, 2018	BUY	N/A	477 Added 74.53%	1,117 $0
Q1 2016 Jun 03, 2019	BUY	N/A	640	640 $22,000

Others Institutions Holding LRGE

# of Institutions

56

Shares Held

2.33M

Call Options Held

0

Put Options Held

0

Opal Wealth Advisors, LLC Jericho, NY

497K
Shares

$34.4 Million
11.26% of portfolio
Avantax Advisory Services, Inc.

356K
Shares

$24.7 Million
0.22% of portfolio
Morgan Stanley New York, NY

272K
Shares

$18.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

165K
Shares

$11.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

157K
Shares

$10.9 Million
0.01% of portfolio

About LEGG MASON ETF INVT TR CLEARBR

Ticker LRGE
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