Landmark Wealth Management, LLC Legg Mason ETF Invt Tr Westn A Transaction History

Landmark Wealth Management, LLC

$216 Million
Q3 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$19.67 - $20.96 $46,952 - $50,031	2,387 Added 1.53%	158,598 $3.3 Million
Q2 2024 Jul 25, 2024	SELL	$19.41 - $20.17 $287,753 - $299,020	-14,825 Reduced 8.67%	156,211 $3.12 Million
Q1 2024 Apr 24, 2024	BUY	$19.89 - $20.57 $162,739 - $168,303	8,182 Added 5.02%	171,036 $3.45 Million
Q4 2023 Jan 22, 2024	BUY	$18.73 - $20.72 $95,541 - $105,692	5,101 Added 3.23%	162,854 $3.37 Million
Q3 2023 Oct 13, 2023	BUY	$19.28 - $20.57 $89,844 - $95,856	4,660 Added 3.04%	157,753 $3.06 Million

Q2 2023 Jul 14, 2023	BUY	$20.3 - $20.9 $28,338 - $29,176	1,396 Added 0.92%	153,093 $3.14 Million
Q1 2023 Apr 17, 2023	BUY	$19.92 - $21.28 $524,453 - $560,259	26,328 Added 21.0%	151,697 $3.15 Million
Q4 2022 Jan 20, 2023	BUY	$18.66 - $20.75 $39,727 - $44,176	2,129 Added 1.73%	125,369 $2.52 Million
Q3 2022 Oct 24, 2022	BUY	$19.36 - $21.83 $21,857 - $24,646	1,129 Added 0.92%	123,240 $2.39 Million
Q2 2022 Jul 21, 2022	SELL	$20.43 - $22.76 $267,837 - $298,383	-13,110 Reduced 9.7%	122,111 $2.57 Million
Q1 2022 Apr 26, 2022	BUY	$22.67 - $26.08 $140,894 - $162,087	6,215 Added 4.82%	135,221 $0
Q4 2021 Jan 27, 2022	BUY	$26.2 - $27.0 $3.38 Million - $3.48 Million	129,006 New	129,006 $3,000

Others Institutions Holding WBND

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

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