Mutual Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History

Mutual Advisors, LLC

$3.06 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	N/A	-39,736 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	N/A	3,285 Added 9.01%	39,736 $2.22 Million
Q1 2021 May 13, 2021	BUY	N/A	36,451 New	36,451 $1.84 Million

Others Institutions Holding LRGE

# of Institutions

57

Shares Held

2.34M

Call Options Held

0

Put Options Held

0

Opal Wealth Advisors, LLC Jericho, NY

497K
Shares

$34.9 Million
11.26% of portfolio
Avantax Advisory Services, Inc.

356K
Shares

$25 Million
0.22% of portfolio
Morgan Stanley New York, NY

272K
Shares

$19.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

165K
Shares

$11.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

157K
Shares

$11.1 Million
0.01% of portfolio

About LEGG MASON ETF INVT TR CLEARBR

Ticker LRGE
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