Milestone Investment Advisors LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 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 $427,194. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,907
Previous 5,907
-0.0%
Holding current value
$427,194
Previous $396,000
4.04%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
76Shares Held
3.2MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY497KShares$35.9 Million11.26% of portfolio
-
Morgan Stanley New York, NY477KShares$34.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.326KShares$23.6 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC287KShares$20.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6207KShares$15 Million0.0% of portfolio