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Legg Mason Etf Equity Tr low divi etf shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 6.3k 36.37
2023-09-30 $370k 11k 33.90
2023-06-30 $395k 11k 36.70
2023-03-31 $220k 5.9k 37.31

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

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
Financial Advocates Investment Management
Private Advisor
Sovereign Investment Advisors
Janney Montgomery Scott
Advisor Group Holdings
Jpmorgan Chase & Co
Raymond James & Associates

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