Center for Financial Planning’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Center for Financial Planning’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
2022 Q3	–	Sell	-85	Closed	-$4K	–	663
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	437
2022 Q1	$5K	Hold	85	–	–	﹤0.01%	429
2021 Q4	$5K	Hold	85	–	–	﹤0.01%	432
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	412
2021 Q2	$5K	Hold	85	–	–	﹤0.01%	420
2021 Q1	$4K	Buy	+85	New	+$4.25K	﹤0.01%	462

Other funds holding LRGE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AAS

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

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

OWA

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

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

RJFSA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Center for Financial Planning's LRGE Position: Q3 2022 in Review

Center for Financial Planning sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2022, closing a stake of 85 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in LRGE in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 39 funds tracked by Wall St. Rank hold LRGE as of Q3 2022.

Center for Financial Planning reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2022 after selling out during the quarter.
Center for Financial Planning sold 85 ClearBridge Large Cap Growth Select ETF shares in Q3 2022, an estimated $4K.
Center for Financial Planning first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2021 and held it in 6 quarters.
Center for Financial Planning's ClearBridge Large Cap Growth Select ETF position peaked at $5K in Q1 2022.
39 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.