Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History

Shira Ridge Wealth Management

$201 Billion
Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 179,466 shares of YLDE stock, worth $9.17 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

179,466

Previous 187,619 4.35%

Holding current value

$9.17 Million

Previous $9.53 Billion 2.5%

% of portfolio

4.63%

Previous 4.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$49.87 - $52.92 $406,590 - $431,456	-8,153 Reduced 4.35%	179,466 $9.29 Billion
Q4 2024 Jan 13, 2025	BUY	$49.88 - $53.45 $31,723 - $33,994	636 Added 0.34%	187,619 $9.53 Billion
Q3 2024 Oct 10, 2024	SELL	$46.1 - $50.39 $81,228 - $88,787	-1,762 Reduced 0.93%	186,983 $9.42 Billion
Q2 2024 Jul 11, 2024	BUY	$44.6 - $47.65 $421,380 - $450,197	9,448 Added 5.27%	188,745 $8.86 Billion
Q1 2024 Apr 18, 2024	BUY	$44.02 - $47.25 $2.17 Million - $2.33 Million	49,207 Added 37.83%	179,297 $8.47 Billion
Q4 2023 Jan 10, 2024	BUY	$39.25 - $44.43 $4.88 Million - $5.53 Million	124,397 Added 2185.09%	130,090 $5.77 Billion
Q3 2023 Oct 10, 2023	BUY	$40.38 - $43.32 $229,883 - $246,620	5,693 New	5,693 $230 Million

Others Institutions Holding YLDE

# of Institutions

Shares Held

1.63M

Call Options Held

Put Options Held

View Full List

About LEGG MASON ETF INVT TR

Ticker YLDE
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Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History