Weaver Consulting Group Legg Mason ETF Invt Tr Transaction History

Weaver Consulting Group

$287 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$31.69 - $36.01 $9,665 - $10,983	-305 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$22.64 - $33.91 $6,905 - $10,342	305 New	305 $8,000

Others Institutions Holding YLDE

# of Institutions

28

Shares Held

605K

Call Options Held

0

Put Options Held

0

Shira Ridge Wealth Management Larkspur, CA

187K
Shares

$9.68 Million
4.8% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$5.99 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.69 Million
0.08% of portfolio
Oppenheimer Asset Management Inc. New York, NY

43.9K
Shares

$2.27 Million
0.03% of portfolio
Hamilton Capital, LLC Columbus, OH

20.9K
Shares

$1.08 Million
0.08% of portfolio

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