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Legg Mason Etf Equity Tr low divi etf shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 29k 42.56
2024-12-31 $1.1M 29k 38.36

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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