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Legg Mason Etf Equity Tr int lw vty hgh shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 123k 32.55
2025-06-30 $2.8M 87k 32.37

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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

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

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