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Legg Mason Etf Invt Tr clearbridge di shares owned by Shira Ridge Wealth Management

Quarter-by-quarter ownership of Legg Mason Etf Invt Tr clearbridge di (YLDE) shares owned by Shira Ridge Wealth Management from 13F filings

Historical chart of Shira Ridge Wealth Management 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 Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legg Mason Etf Invt Tr clearbridge di by Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 179k 47.25
2023-12-31 $5.8M 130k 44.37
2023-09-30 $230k 5.7k 40.38

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Shira Ridge Wealth Management

Top funds holding Legg Mason Etf Invt Tr clearbridge di

Shira Ridge Wealth Management
Bank of New York Mellon
Hamilton Capital Management
Pnc Financial Services
Advisor Group Holdings
Beacon Pointe Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Ameliora Wealth Management
AdvisorNet Financial
Caldwell Sutter Capital
UBS Group
Wells Fargo & Company

View all funds holding Legg Mason Etf Invt Tr clearbridge di