Raymond James Trust’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Raymond James Trust’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 Q3	$474K	Hold	6,493	–	–	0.01%	803
2024 Q2	$453K	Hold	6,493	–	–	0.01%	771
2024 Q1	$436K	Hold	6,493	–	–	0.01%	784
2023 Q4	$387K	Hold	6,493	–	–	0.01%	803
2023 Q3	$337K	Hold	6,493	–	–	0.01%	817
2023 Q2	$353K	Hold	6,493	–	–	0.01%	812
2023 Q1	$310K	Sell	6,493 -250	-4%	-$11.2K	0.01%	856
2022 Q4	$275K	Buy	6,743 +250	+4%	+$10.5K	0.01%	876
2022 Q3	$257K	Hold	6,493	–	–	0.01%	860
2022 Q2	$271K	Buy	+6,493	New	+$297K	0.01%	850

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Trust's LRGE Position: Q3 2024 in Review

Raymond James Trust held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q3 2024 at 6,493 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #803.

Raymond James Trust first reported a position in LRGE in Q2 2022 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold LRGE as of Q3 2024.

Raymond James Trust held 6,493 shares of ClearBridge Large Cap Growth Select ETF worth $474K as of Q3 2024.
Raymond James Trust left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q3 2024.
ClearBridge Large Cap Growth Select ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #803 holding.
Raymond James Trust first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2022 and has held it in 10 quarters since.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.