Worth Asset Management, LLC Legg Mason ETF Invt Tr Clearbr Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding LRGE
# of Institutions
89Shares Held
3.76MCall Options Held
0Put Options Held
0-
Opal Wealth Advisors, LLC Jericho, NY574KShares$45.2 Million12.99% of portfolio
-
Morgan Stanley New York, NY410KShares$32.3 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6340KShares$26.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC339KShares$26.7 Million0.01% of portfolio
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Avantax Advisory Services, Inc.302KShares$23.8 Million0.13% of portfolio