Pinnacle Private Wealth, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
Shares
2 transactions
Others Institutions Holding LRGE
# of Institutions
92Shares Held
3.61MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY529KShares$41.5 Million12.25% of portfolio
-
Morgan Stanley New York, NY418KShares$32.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$25.6 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.301KShares$23.7 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6226KShares$17.8 Million0.0% of portfolio