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Legg Mason Etf Equity Tr low divi etf shares owned by Hefty Wealth Partners

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

Historical chart of Hefty Wealth Partners 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 Hefty Wealth Partners 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 Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $2.3M 79k 29.56
2017-12-31 $958k 30k 31.52

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iShares S&P 500 Index (IVV)
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Vanguard Mid-Cap ETF (VO)
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Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

Top funds holding Legg Mason Etf Equity Tr low divi etf

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

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