Security National Bank Legg Mason ETF Invt Tr Clearbr Transaction History
Security National Bank
- $564 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
89Shares Held
3.7MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY574KShares$45.9 Million12.99% of portfolio
-
Morgan Stanley New York, NY410KShares$32.8 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6340KShares$27.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$27.2 Million0.01% of portfolio
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Avantax Advisory Services, Inc.290KShares$23.2 Million0.13% of portfolio