Milestone Investment Advisors LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 5,907 shares of LRGE stock, worth $450,172. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,907
Previous 5,907
-0.0%
Holding current value
$450,172
Previous $412,000
4.61%
% of portfolio
0.12%
Previous 0.11%
Shares
3 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$25.2 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.306KShares$23.3 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6230KShares$17.5 Million0.0% of portfolio