Win Advisors, Inc Legg Mason ETF Invt Tr Clearbr Transaction History
Win Advisors, Inc
- $182 Million
- Q1 2025
A detailed history of Win Advisors, Inc transactions in Legg Mason ETF Invt Tr Clearbr stock. As of the latest transaction made, Win Advisors, Inc holds 5,301 shares of LRGE stock, worth $400,331. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,301
Previous 5,286
0.28%
Holding current value
$400,331
Previous $397,000
7.05%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding LRGE
# of Institutions
89Shares Held
3.74MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY559KShares$42.2 Million12.37% of portfolio
-
Morgan Stanley New York, NY410KShares$31 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6340KShares$25.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$25.6 Million0.01% of portfolio
-
Avantax Advisory Services, Inc.302KShares$22.8 Million0.13% of portfolio