Marshall Financial Group LLC Legg Mason ETF Invt Tr Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 3,993 shares of YLDE stock, worth $204,721. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,993

Holding current value

$204,721

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$46.1 - $50.39 $184,077 - $201,207	3,993 New	3,993 $201,000

Others Institutions Holding YLDE

# of Institutions

Shares Held

606K

Call Options Held

Put Options Held

Shira Ridge Wealth Management Larkspur, CA

187K
Shares

$9.59 Million
4.8% of portfolio
Lpl Financial LLC Fort Mill, SC

111K
Shares

$5.68 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.64 Million
0.08% of portfolio
Oppenheimer Asset Management Inc. New York, NY

46.9K
Shares

$2.4 Million
0.03% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

25.7K
Shares

$1.32 Million
0.0% of portfolio

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About LEGG MASON ETF INVT TR

Ticker YLDE
Sector ETFs
Industry ETFs

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Marshall Financial Group LLC Legg Mason ETF Invt Tr Transaction History