EWA
LRGE icon

EverSource Wealth Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$7.9K Hold
105
– – ﹤0.01% 3041
2025
Q4 		$8.64K Hold
105
– – ﹤0.01% 2872
2025
Q3 		$8.75K Hold
105
– – ﹤0.01% 2891
2025
Q2 		$8.33K Hold
105
– – ﹤0.01% 2926
2025
Q1 		$7.33K Sell
105
-76
-42% -$5.7K ﹤0.01% 2294
2024
Q4 		$13.6K Buy
+181
New +$13.7K ﹤0.01% 1845
2022
Q4 		– Sell
-2,557
Closed -$102K – 2375
2022
Q3 		$102K Hold
2,557
– – 0.02% 429
2022
Q2 		$106K Buy
2,557
+106
+4% +$4.86K 0.03% 360
2022
Q1 		$132K Sell
2,451
-245
-9% -$13.1K 0.03% 296
2021
Q4 		$164K Buy
+2,696
New +$163K 0.05% 252

Other funds holding LRGE

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LPL Financial
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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return