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

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

Historical chart of SHP 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 SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0M 244k 36.82

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

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

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

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