Avantax Planning Partners, Inc.
Position in LRGE — ClearBridge Large Cap Growth Select ETF
CIK 1005441
DUBUQUE, IA
All Filings in LRGE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,855 | 3,197 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $240,414 | 3,197 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $263,231 | 3,197 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $266,479 | 3,197 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $253,554 | 3,197 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $226,436 | 3,245 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $244,221 | 3,245 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $236,962 | 3,245 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,552 | 3,245 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $217,707 | 3,245 | Shares | Sole | 2024-05-03 | |
| 2022-06-30 | $273,694 | 6,565 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||