Oak Point Wealth Management »

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

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

Historical chart of Oak Point 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 Oak Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Legg Mason Etf Equity Tr low divi etf by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $2.3M 81k 28.98
2017-12-31 $950k 30k 31.79

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

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