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LVHILVHI
9 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in LEGG MASON ETF INVT

ASSETMARK, INC holds 1.2M shares of LVHI (LEGG MASON ETF INVT), worth $50.2M as of 2026-Q2. The position was decreased (-1.5% shares). LVHI represents 0.1% of ASSETMARK, INC's portfolio.

Current Value

$50.2M

Current Shares

1.2M

Total Value Change

+$50.2M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-1.5%
$50.2M0.1%$40.59
0
2026-Q1
Decreased
1.3M
-43.0%
$50.9M0.1%$40.47
0
2025-Q4
Decreased
2.2M
-9.2%
$81.2M0.2%$36.98
0
2025-Q3
Decreased
2.4M
-6.5%
$84.5M0.2%$33.94
0
2025-Q2
Increased
2.6M
+3.7%
$84.6M0.2%$31.62
37
2025-Q1
Increased
2.5M
+5267x
$81.2M0.2%$30.99
57
2024-Q4
Unchanged
476
0.0%
$14,5280.0%$28.78
0
2024-Q3
Decreased
476
-12.8%
$14,7940.0%$28.95
0
2024-Q2
New
546
-
$16,1830.0%$27.21
25

Other major holders of LVHI: LPL Financial LLC

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