Brian McDonald »

Legg Mason Etf Invt Tr clearbridge di shares owned by Brian McDonald

Quarter-by-quarter ownership of Legg Mason Etf Invt Tr clearbridge di (YLDE) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Legg Mason Etf Invt Tr clearbridge di

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Invt Tr clearbridge di held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Legg Mason Etf Invt Tr clearbridge di by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 402 54.19
2025-09-30 $22k 402 54.61
2025-06-30 $21k 402 52.62

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Brian McDonald

Top funds holding Legg Mason Etf Invt Tr clearbridge di

Franklin Resources
Ameriprise Financial
Shira Ridge Wealth Management
LPL Financial
Bank of New York Mellon
Private Advisor
CWM
Advisor Group Holdings
Old Mission Capital
Cetera Investment Advisers
Envestnet Asset Management
Pnc Financial Services
Golden State Wealth Management
Td Private Client Wealth
Commonwealth Equity Services

View all funds holding Legg Mason Etf Invt Tr clearbridge di