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Legg Mason Etf Equity Tr low divi etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Legg Mason Etf Equity Tr low divi etf (LVHD) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Legg Mason Etf Equity Tr low divi etf

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Equity Tr low divi etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legg Mason Etf Equity Tr low divi etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $598k 16k 36.84
2023-12-31 $582k 16k 36.38
2023-09-30 $633k 19k 33.88
2023-06-30 $888k 24k 36.67
2023-03-31 $579k 16k 37.28
2022-12-31 $367k 9.6k 38.32

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Legg Mason Etf Equity Tr low divi etf

Albion Financial Group
Financial Engines Advisors L.L.C
Morgan Stanley
LPL Financial
Hanson McClain Advisors
Bank of America Corporation
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
H D Vest Advisory Services
Royal Bank of Canada
Private Advisor
Sovereign Investment Advisors
Citadel Advisors
Raymond James & Associates

View all funds holding Legg Mason Etf Equity Tr low divi etf