Montis Financial »

Legg Mason Etf Equity Tr int lw vty hgh shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Legg Mason Etf Equity Tr int lw vty hgh by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 109k 31.08
2024-06-30 $1.8M 60k 29.64
2024-03-31 $453k 15k 29.78

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

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

LPL Financial
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Great Valley Advisor Group
Cetera Investment Advisers
Stifel Financial
Commonwealth Equity Services
HighTower Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Insight Wealth Strategies
Raymond James & Associates
Mml Investors Services

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