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Legg Mason Etf Equity Tr int lw vty hgh shares owned by Sierra Ocean

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

Historical chart of Sierra Ocean 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 Sierra Ocean 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 Sierra Ocean

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 259k 34.75
2025-06-30 $5.2M 159k 32.55
2025-03-31 $5.0M 154k 32.38
2024-12-31 $4.4M 145k 30.52

More positions owned by Sierra Ocean

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Adaptive Us (AUSF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Jpmorgan Usd Emg (EMB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Sierra Ocean

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