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Legg Mason Etf Equity Tr int lw vty hgh shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Legg Mason Etf Equity Tr int lw vty hgh (LVHI) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Legg Mason Etf Equity Tr int lw vty hgh

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All positions including Legg Mason Etf Equity Tr int lw vty hgh held by J.w. Cole 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 int lw vty hgh by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 63k 29.78
2023-12-31 $1.6M 57k 27.66
2023-09-30 $1.3M 48k 27.26
2023-06-30 $1.1M 40k 27.19
2023-03-31 $613k 23k 26.96
2022-12-31 $421k 17k 25.55

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

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

Bank of America Corporation
Stifel Financial
Commonwealth Equity Services
Great Valley Advisor Group
HighTower Advisors
Advisor Group Holdings
UBS Group
Insight Wealth Strategies
Atria Investments
Cedar Mountain Advisors
Raymond James Financial Services Advisors
Private Advisor
Royal Bank of Canada
Pinnacle Financial Partners
Jane Street

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