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Legg Mason Etf Equity Tr low divi etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Legg Mason Etf Equity Tr low divi etf

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All positions including Legg Mason Etf Equity Tr low divi etf held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 6.0k 42.56
2025-12-31 $240k 6.0k 39.88

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

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