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Legg Mason Etf Equity Tr int lw vty hgh shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 394k 40.59

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

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

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Jones Financial Companies, L.L
UBS Group
Cetera Investment Advisers
Stifel Financial
Great Valley Advisor Group
HighTower Advisors
Royal Bank of Canada

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