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

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 357k 34.75
2025-06-30 $11M 345k 32.55
2025-03-31 $6.6M 203k 32.37

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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