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

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

Historical chart of Atria Investments 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 Investments 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 Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 59k 36.35
2023-09-30 $1.7M 50k 33.88

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Legg Mason Etf Equity Tr low divi etf

Albion Financial Group
Hanson McClain Advisors
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
UBS Group
H D Vest Advisory Services
Royal Bank of Canada
Private Advisor
Sovereign Investment Advisors
Advisor Group Holdings
Jpmorgan Chase & Co
Raymond James & Associates
TAP Consulting
Raymond James Financial Services Advisors

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