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Essex Financial Services’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-7,186
Closed -$539K – 645
2024
Q3 		$539K Sell
7,186
-124
-2% -$8.73K 0.04% 358
2024
Q2 		$492K Buy
+7,310
New +$488K 0.04% 376

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Essex Financial Services's LRGE Position: Q4 2024 in Review

Essex Financial Services sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q4 2024, closing a stake of 7,186 shares — an estimated $539K sold.

Essex Financial Services first reported a position in LRGE in Q2 2024 and held it in 2 quarters. The position peaked at $539K in Q3 2024. 88 funds tracked by Wall St. Rank hold LRGE as of Q4 2024.

  • Essex Financial Services reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 7,186 ClearBridge Large Cap Growth Select ETF shares in Q4 2024, an estimated $539K.
  • Essex Financial Services first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 2 quarters.
  • Essex Financial Services's ClearBridge Large Cap Growth Select ETF position peaked at $539K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.