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LVHI

2 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in LEGG MASON ETF INVT

No. Newedge Group exited its LVHI (Legg Mason ETF Investment) position in Q1 2023. Its Q4 2022 13F listed 33,550 shares worth $857,204. Newedge Group first reported LVHI in Q4 2022 and held it in 1 quarterly 13F filing.

Final Value

$0

Final Shares

0

Total Value Change

-$857,204

Total Shares Change

-33,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2023-Q1
Latest
Exited
0
-100.0%
$00.0%$21.93
0
2022-Q4
New
33,550
-
$857,2040.0%$20.69
34

Other major holders of LVHI: LPL Financial LLC

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