Opal Wealth Advisors, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Opal Wealth Advisors, LLC
- $293 Million
- Q1 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 488,812 shares of LRGE stock, worth $34.6 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
488,812
Previous 395,918
23.46%
Holding current value
$34.6 Million
Previous $23.6 Million
38.79%
% of portfolio
11.18%
Previous 9.34%
Shares
14 transactions
Others Institutions Holding LRGE
# of Institutions
52Shares Held
2.17MCall Options Held
0Put Options Held
0-
Avantax Advisory Services, Inc.356KShares$25.2 Million0.22% of portfolio
-
Morgan Stanley New York, NY272KShares$19.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC157KShares$11.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6106KShares$7.53 Million0.0% of portfolio
-
Ubs Group Ag106KShares$7.47 Million0.0% of portfolio