J.W. Cole Advisors, Inc. Legg Mason ETF Invt Tr Clearbr Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
79Shares Held
3.4MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY528KShares$40.3 Million12.27% of portfolio
-
Morgan Stanley New York, NY454KShares$34.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$25.3 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.4 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.6 Million0.0% of portfolio