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Legg Mason Etf Equity Tr low divi etf shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 37k 41.34
2025-06-30 $1.1M 26k 39.86
2025-03-31 $898k 22k 40.97
2024-12-31 $595k 16k 38.36
2024-06-30 $145k 4.0k 35.82

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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