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Legg Mason Etf Equity Tr int lw vty hgh shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Legg Mason Etf Equity Tr int lw vty hgh (LVHI) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.9M 241k 36.82

More positions owned by Keudell/Morrison Wealth Management

Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

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

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

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