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Legg Mason Etf Equity Tr low divi etf shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management 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 Evermay Wealth Management 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 253 42.56

More positions owned by Evermay Wealth Management

Spdr Series Trust State Street Spd (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPMD)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds High Div Yld (VYM)
Burke & Herbert Financial Serv (BHRB)

View all positions for Evermay Wealth Management

Top funds holding Legg Mason Etf Equity Tr low divi etf

Morgan Stanley
Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
UBS Group
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
Sequent Planning
Private Advisor
Sovereign Investment Advisors
Royal Bank of Canada
Cetera Investment Advisers
Goldman Sachs Group
Hanson McClain Advisors

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