Shira Ridge Wealth Management Legg Mason ETF Invt Tr Transaction History

Shira Ridge Wealth Management

  • $175 Billion
  • Q1 2024

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 179,297 shares of YLDE stock, worth $8.39 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares
179,297
Previous 130,090 37.83%
Holding current value
$8.39 Million
Previous $5.77 Billion 46.75%
% of portfolio
4.85%
Previous 3.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
22
Shares Held
553K
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR

YLDE Quotes by TradingView
  • Ticker YLDE
  • Sector ETFs
  • Industry ETFs
More about YLDE
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