Capital Analysts LLC’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Capital Analysts LLC’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
2024 Q3	–	Sell	-1,924	Closed	-$134K	–	1340
2024 Q2	$134K	Hold	1,924	–	–	0.01%	519
2024 Q1	$129K	Buy	1,924 +2	+0.1%	+$128	0.01%	514
2023 Q4	$115K	Hold	1,922	–	–	0.01%	508
2023 Q3	$100K	Hold	1,922	–	–	0.01%	486
2023 Q2	$103K	Hold	1,922	–	–	0.01%	470
2023 Q1	$92K	Buy	+1,922	New	+$85.9K	0.01%	485

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Analysts LLC's LRGE Position: Q3 2024 in Review

Capital Analysts LLC sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2024, closing a stake of 1,924 shares — an estimated $134K sold.

Capital Analysts LLC first reported a position in LRGE in Q1 2023 and held it in 6 quarters. The position peaked at $134K in Q2 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q3 2024.

Capital Analysts LLC reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2024 after selling out during the quarter.
Capital Analysts LLC sold 1,924 ClearBridge Large Cap Growth Select ETF shares in Q3 2024, an estimated $134K.
Capital Analysts LLC first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2023 and held it in 6 quarters.
Capital Analysts LLC's ClearBridge Large Cap Growth Select ETF position peaked at $134K in Q2 2024.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2024.

Based on Capital Analysts LLC's 13F filing for Q3 2024, filed 13 Nov 2024.