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LVHILVHI
Showing 8 of 15 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in LEGG MASON ETF INVT

Kestra Advisory Services, LLC holds 1.2M shares of LVHI (LEGG MASON ETF INVT), worth $48.8M as of 2026-Q2. The position was increased (+6.7% shares). LVHI represents 0.2% of Kestra Advisory Services, LLC's portfolio.

Current Value

$48.8M

Current Shares

1.2M

Total Value Change

+$47.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+6.7%
$48.8M0.2%$40.59
37
2026-Q1
Increased
1.1M
+29.4%
$45.7M0.2%$40.47
44
2025-Q4
Increased
871,242
+779.4%
$32.1M0.1%$36.98
56
2025-Q3
Increased
99,076
+43.7%
$3.4M0.0%$33.94
36
2025-Q2
Increased
68,966
+47.7%
$2.2M0.0%$31.62
36
2025-Q1
Increased
46,704
+23.3%
$1.5M0.0%$30.99
31
2024-Q4
Increased
37,874
+10.2%
$1.2M0.0%$28.78
28
2024-Q3
Increased
34,361
+9.3%
$1.1M0.0%$28.95
28

Other major holders of LVHI: LPL Financial LLC

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