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Legg Mason Etf Investment Tr westn aset ttl shares owned by Landmark Wealth Management

Quarter-by-quarter ownership of Legg Mason Etf Investment Tr westn aset ttl (WBND) shares owned by Landmark Wealth Management from 13F filings

Historical chart of Landmark Wealth Management investment in Legg Mason Etf Investment Tr westn aset ttl

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Investment Tr westn aset ttl held by Landmark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legg Mason Etf Investment Tr westn aset ttl by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 171k 20.17
2023-12-31 $3.4M 163k 20.68
2023-09-30 $3.1M 158k 19.39
2023-06-30 $3.1M 153k 20.48
2023-03-31 $3.2M 152k 20.78
2022-12-31 $2.5M 125k 20.11
2022-09-30 $2.4M 123k 19.37
2022-06-30 $2.6M 122k 21.04
2022-03-31 $3.1M 135k 22.95
2021-12-31 $3.0k 129k 0.02

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T Rowe Price Etf Total Return Etf (TOTR)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Landmark Wealth Management

Top funds holding Legg Mason Etf Investment Tr westn aset ttl

Jpmorgan Chase & Co
Atria Investments
Hanson McClain Advisors
Landmark Wealth Management
Bank of New York Mellon
Cary Street Partners Asset Management
Royal Bank of Canada
Jane Street
Mercer Global Advisors
Cary Street Partner Investment Advisory
Bill Few Associates
Verum Partners
Wells Fargo & Company
Advisor Group Holdings
American Capital Advisory

View all funds holding Legg Mason Etf Investment Tr westn aset ttl