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Future Financial Wealth Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Future Financial Wealth Management’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
Q4 		– Sell
-1,200
Closed -$100K – 291
2025
Q3 		$100K Hold
1,200
– – 0.06% 169
2025
Q2 		$95.2K Hold
1,200
– – 0.06% 166
2025
Q1 		$83.7K Hold
1,200
– – 0.06% 173
2024
Q4 		$90.3K Hold
1,200
– – 0.07% 166
2024
Q3 		$87.6K Buy
+1,200
New +$84.5K 0.06% 183
2024
Q2 		– Sell
-1,200
Closed -$80.5K – 302
2024
Q1 		$80.5K Buy
+1,200
New +$77.1K 0.06% 200
2022
Q2 		– Sell
-1,200
Closed -$65K – 330
2022
Q1 		$65K Hold
1,200
– – 0.05% 238
2021
Q4 		$73K Buy
+1,200
New +$72.3K 0.06% 225

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return