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Legg Mason Etf Equity Tr low divi etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 300 41.34
2025-06-30 $12k 300 39.86
2025-03-31 $12k 300 40.97
2024-12-31 $12k 300 38.36

More positions owned by MAI Wealth Advisors

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Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Legg Mason Etf Equity Tr low divi etf

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

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