Ten Capital Wealth Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-5	Closed	-$238	–	389
2023 Q1	$238	Buy	+5	New	+$223	﹤0.01%	532

Other funds holding LRGE

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Ten Capital Wealth Advisors's LRGE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2023, closing a stake of 5 shares — an estimated $238 sold.

Ten Capital Wealth Advisors first reported a position in LRGE in Q1 2023 and held it in 1 quarter. The position peaked at $238 in Q1 2023. 41 funds tracked by Wall St. Rank hold LRGE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 5 ClearBridge Large Cap Growth Select ETF shares in Q2 2023, an estimated $238.
Ten Capital Wealth Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2023 and held it in 1 quarter.
Ten Capital Wealth Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $238 in Q1 2023.
41 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.