Landmark Wealth Management, LLC Legg Mason ETF Invt Tr Westn A Transaction History
Landmark Wealth Management, LLC
- $128 Million
- Q2 2024
A detailed history of Landmark Wealth Management, LLC transactions in Legg Mason ETF Invt Tr Westn A stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 156,211 shares of WBND stock, worth $3.23 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
156,211
Previous 171,036
8.67%
Holding current value
$3.23 Million
Previous $3.45 Million
9.71%
% of portfolio
2.43%
Previous 1.6%
Shares
11 transactions
Others Institutions Holding WBND
# of Institutions
18Shares Held
1.33MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY315KShares$6.49 Million0.0% of portfolio
-
Allworth Financial LP228KShares$4.7 Million0.03% of portfolio
-
Atria Investments LLC Charlotte, NC224KShares$4.62 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC128KShares$2.63 Million0.0% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA92.3KShares$1.91 Million0.29% of portfolio