Security National Bank’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Security National Bank’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	–	Sell	-57	Closed	-$3.96K	–	292
2024 Q2	$3.96K	Buy	+57	New	+$3.81K	﹤0.01%	276

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

Security National Bank's LRGE Position: Q3 2024 in Review

Security National Bank sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2024, closing a stake of 57 shares — an estimated $3.96K sold.

Security National Bank first reported a position in LRGE in Q2 2024 and held it in 1 quarter. The position peaked at $3.96K in Q2 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q3 2024.

Security National Bank reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2024 after selling out during the quarter.
Security National Bank sold 57 ClearBridge Large Cap Growth Select ETF shares in Q3 2024, an estimated $3.96K.
Security National Bank first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 1 quarter.
Security National Bank's ClearBridge Large Cap Growth Select ETF position peaked at $3.96K in Q2 2024.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2024.

Based on Security National Bank's 13F filing for Q3 2024, filed 7 Oct 2024.