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Atria Wealth Solutions’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Atria Wealth Solutions’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$493K Buy
6,215
+479
+8% +$34.8K 0.01% 916
2025
Q1 		$400K Sell
5,736
-1,567
-21% -$118K ﹤0.01% 1311
2024
Q4 		$550K Sell
7,303
-917
-11% -$69.4K 0.01% 1225
2024
Q3 		$600K Buy
8,220
+146
+2% +$10.3K 0.01% 1149
2024
Q2 		$564K Buy
8,074
+4,204
+109% +$281K 0.01% 1185
2024
Q1 		$260K Buy
+3,870
New +$248K ﹤0.01% 1656

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Atria Wealth Solutions's LRGE Position: Q2 2025 in Review

Atria Wealth Solutions increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 8.4% in Q2 2025, buying an estimated $34.8K and bringing the position to 6,215 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #916.

Atria Wealth Solutions first reported a position in LRGE in Q1 2024 and has held it in 6 quarters since. The position peaked at $600K in Q3 2024. 88 funds tracked by Wall St. Rank hold LRGE as of Q2 2025.

  • Atria Wealth Solutions held 6,215 shares of ClearBridge Large Cap Growth Select ETF worth $493K as of Q2 2025.
  • Atria Wealth Solutions bought 479 ClearBridge Large Cap Growth Select ETF shares in Q2 2025, an estimated $34.8K.
  • ClearBridge Large Cap Growth Select ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #916 holding.
  • Atria Wealth Solutions first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's ClearBridge Large Cap Growth Select ETF position peaked at $600K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.