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Highline Wealth Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Highline Wealth Partners’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
2023
Q4 		– Sell
-367
Closed -$19K – 426
2023
Q3 		$19K Buy
+367
New +$19.9K 0.01% 145

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OWA
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LPL Financial
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UBS Group
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Highline Wealth Partners's LRGE Position: Q4 2023 in Review

Highline Wealth Partners sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q4 2023, closing a stake of 367 shares — an estimated $19K sold.

Highline Wealth Partners first reported a position in LRGE in Q3 2023 and held it in 1 quarter. The position peaked at $19K in Q3 2023. 43 funds tracked by Wall St. Rank hold LRGE as of Q4 2023.

  • Highline Wealth Partners reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q4 2023 after selling out during the quarter.
  • Highline Wealth Partners sold 367 ClearBridge Large Cap Growth Select ETF shares in Q4 2023, an estimated $19K.
  • Highline Wealth Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2023 and held it in 1 quarter.
  • Highline Wealth Partners's ClearBridge Large Cap Growth Select ETF position peaked at $19K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2023.

Based on Highline Wealth Partners's 13F filing for Q4 2023, filed 29 Oct 2024.