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Legg Mason Etf Equity Tr low divi etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $208k 5.7k 36.35
2023-09-30 $217k 6.4k 33.88
2023-06-30 $210k 5.7k 36.67
2023-03-31 $214k 5.7k 37.28
2016-09-30 $520k 18k 28.30

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
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Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Legg Mason Etf Equity Tr low divi etf

Albion Financial Group
Hanson McClain Advisors
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
UBS Group
H D Vest Advisory Services
Royal Bank of Canada
Private Advisor
Sovereign Investment Advisors
Advisor Group Holdings
Jpmorgan Chase & Co
Raymond James & Associates
TAP Consulting
Raymond James Financial Services Advisors

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