Avantax Planning Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Avantax Planning Partners’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 Q3	$266K	Hold
2025 Q2	$254K	Sell
2025 Q1	$226K	Hold
2024 Q4	$244K	Hold
2024 Q3	$237K	Hold
2024 Q2	$227K	Hold
2024 Q1	$218K	Buy
2022 Q3	–	Sell
2022 Q2	$274K	Buy