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Raymond James Financial Services Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Raymond James Financial Services Advisors’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,752
Closed -$255K – 3515
2023
Q4 		$255K Buy
+5,752
New +$241K ﹤0.01% 2842

Other funds holding YLDE

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's YLDE Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q1 2024, closing a stake of 5,752 shares — an estimated $255K sold.

Raymond James Financial Services Advisors first reported a position in YLDE in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 20 funds tracked by Wall St. Rank hold YLDE as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 5,752 ClearBridge Dividend Strategy ESG ETF shares in Q1 2024, an estimated $255K.
  • Raymond James Financial Services Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2023 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's ClearBridge Dividend Strategy ESG ETF position peaked at $255K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.