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Wetzel Investment Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-2,424
Closed -$163K – 566
2024
Q2 		$163K Hold
2,424
– – 0.09% 134
2024
Q1 		$156K Hold
2,424
– – 0.09% 137
2023
Q4 		$145K Buy
+2,424
New +$134K 0.09% 140

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wetzel Investment Advisors's LRGE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2024, closing a stake of 2,424 shares — an estimated $163K sold.

Wetzel Investment Advisors first reported a position in LRGE in Q4 2023 and held it in 3 quarters. The position peaked at $163K in Q2 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,424 ClearBridge Large Cap Growth Select ETF shares in Q3 2024, an estimated $163K.
  • Wetzel Investment Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $163K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.