Sterling Investment Advisors, Ltd. Legg Mason ETF Invt Tr Transaction History

Sterling Investment Advisors, Ltd.

$388 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$36.24 - $42.52 $1,884 - $2,211	-52 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$39.66 - $43.8 $2,062 - $2,277	52 New	52 $2,000

Others Institutions Holding YLDE

# of Institutions

28

Shares Held

597K

Call Options Held

0

Put Options Held

0

Shira Ridge Wealth Management Larkspur, CA

188K
Shares

$9.93 Million
4.66% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.82 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

97.9K
Shares

$5.18 Million
0.0% of portfolio
Oppenheimer Asset Management Inc. New York, NY

43.1K
Shares

$2.28 Million
0.03% of portfolio
Hamilton Capital, LLC Columbus, OH

22.6K
Shares

$1.19 Million
0.09% of portfolio

About LEGG MASON ETF INVT TR

Ticker YLDE
Sector ETFs
Industry ETFs

More about YLDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.