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Legg Mason Etf Equity Tr int lw vty hgh shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Legg Mason Etf Equity Tr int lw vty hgh (LVHI) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Legg Mason Etf Equity Tr int lw vty hgh

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Equity Tr int lw vty hgh held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legg Mason Etf Equity Tr int lw vty hgh by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 127k 36.82

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Legg Mason Etf Equity Tr int lw vty hgh

LPL Financial
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Raymond James Financial
Assetmark
Envestnet Asset Management
Great Valley Advisor Group
Ameriprise Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Stifel Financial
Advisor Group Holdings
Jones Financial Companies, L.L

View all funds holding Legg Mason Etf Equity Tr int lw vty hgh