Iht Wealth Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
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 15,259 shares of LRGE stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,259
Previous 15,578
2.05%
Holding current value
$1.22 Million
Previous $1.17 Million
9.22%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding LRGE
# of Institutions
90Shares Held
3.76MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY574KShares$46 Million12.99% of portfolio
-
Morgan Stanley New York, NY410KShares$32.8 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6340KShares$27.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$27.2 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.302KShares$24.1 Million0.13% of portfolio