EverSource Wealth Advisors, LLC
Position in LRGE — ClearBridge Large Cap Growth Select ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in LRGE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,994 | 105 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,896 | 105 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,645 | 105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,752 | 105 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,327 | 105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,326 | 105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,622 | 181 | Shares | Sole | 2025-02-10 | |
| 2022-09-30 | $101,359 | 2,557 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $106,601 | 2,557 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $131,814 | 2,451 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $163,782 | 2,696 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||