Security National Bank Legg Mason ETF Invt Tr Clearbr Transaction History
Security National Bank
- $693 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
92Shares Held
3.55MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY529KShares$37.6 Million12.25% of portfolio
-
Morgan Stanley New York, NY418KShares$29.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$23.1 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.301KShares$21.4 Million0.15% of portfolio
-
Royal Bank Of Canada Toronto, A6226KShares$16.1 Million0.0% of portfolio