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Legg Mason Etf Equity Tr low divi etf shares owned by CX Institutional

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

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $981k 27k 36.84
2023-12-31 $979k 27k 36.35
2023-09-30 $920k 27k 33.88
2023-06-30 $996k 27k 36.67
2023-03-31 $1.4M 37k 37.25
2022-12-31 $7.8M 205k 38.04
2022-09-30 $6.8M 199k 34.16
2022-06-30 $7.0M 185k 37.67
2022-03-31 $5.1M 129k 39.69
2021-12-31 $7.3M 182k 40.04
2021-09-30 $6.4M 178k 35.99
2021-06-30 $5.5M 152k 36.48
2021-03-31 $5.6M 160k 34.95
2020-12-31 $6.4M 198k 32.43
2020-09-30 $6.4M 217k 29.62
2020-06-30 $1.1M 38k 28.79
2020-03-31 $999k 39k 25.77
2019-12-31 $17M 499k 34.06
2019-09-30 $15M 448k 33.59
2019-06-30 $14M 433k 32.16
2019-03-31 $9.7M 306k 31.81
2018-12-31 $14M 498k 28.68
2018-09-30 $5.5M 180k 30.62
2018-06-30 $2.3M 79k 29.56

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding Legg Mason Etf Equity Tr low divi etf

Hanson McClain Advisors
Albion Financial Group
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
Bank of New York Mellon
Private Advisor
Raymond James Financial Services Advisors
Sovereign Investment Advisors
Janney Montgomery Scott
Advisor Group Holdings

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