Independent Advisor Alliance Legg Mason ETF Invt Tr Clearbr Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
91Shares Held
3.81MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY574KShares$45.9 Million12.99% of portfolio
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Royal Bank Of Canada Toronto, A6383KShares$30.7 Million0.01% of portfolio
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Morgan Stanley New York, NY374KShares$29.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC364KShares$29.1 Million0.01% of portfolio
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Avantax Advisory Services, Inc.290KShares$23.2 Million0.13% of portfolio