Iht Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 23,303 shares of LRGE stock, worth $1.81 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,303
Previous 23,593
1.23%
Holding current value
$1.81 Million
Previous $1.65 Million
3.28%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding LRGE
# of Institutions
79Shares Held
3.4MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY528KShares$41 Million12.27% of portfolio
-
Morgan Stanley New York, NY454KShares$35.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.7 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.8 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.9 Million0.0% of portfolio