LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,152,000 | +6.9% | 240,612 | +15.7% | 0.00% | 0.0% |
| Q2 2023 | $7,625,000 | -21.0% | 207,949 | -19.7% | 0.00% | -33.3% |
| Q1 2023 | $9,657,000 | +57.7% | 259,058 | +60.9% | 0.00% | +50.0% |
| Q4 2022 | $6,123,000 | -10.6% | 160,964 | -19.7% | 0.00% | 0.0% |
| Q3 2022 | $6,848,000 | +20.6% | 200,463 | +33.0% | 0.00% | 0.0% |
| Q2 2022 | $5,677,000 | +21.1% | 150,731 | +27.6% | 0.00% | +100.0% |
| Q1 2022 | $4,688,000 | +8.4% | 118,083 | +9.4% | 0.00% | 0.0% |
| Q4 2021 | $4,323,000 | +2.8% | 107,946 | -7.6% | 0.00% | 0.0% |
| Q3 2021 | $4,204,000 | +2.8% | 116,789 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $4,090,000 | -17.1% | 112,124 | -20.6% | 0.00% | 0.0% |
| Q1 2021 | $4,933,000 | -18.4% | 141,136 | -24.3% | 0.00% | -50.0% |
| Q4 2020 | $6,045,000 | +51.6% | 186,380 | +38.4% | 0.00% | +100.0% |
| Q3 2020 | $3,988,000 | -29.7% | 134,654 | -31.7% | 0.00% | -50.0% |
| Q2 2020 | $5,674,000 | +18.2% | 197,148 | +5.9% | 0.00% | 0.0% |
| Q1 2020 | $4,800,000 | -31.1% | 186,237 | -8.9% | 0.00% | -33.3% |
| Q4 2019 | $6,962,000 | -7.4% | 204,412 | -8.7% | 0.00% | 0.0% |
| Q3 2019 | $7,518,000 | +25.4% | 223,823 | +20.0% | 0.00% | +50.0% |
| Q2 2019 | $5,996,000 | +60.8% | 186,460 | +59.0% | 0.00% | 0.0% |
| Q1 2019 | $3,730,000 | +35.1% | 117,263 | +21.8% | 0.00% | +100.0% |
| Q4 2018 | $2,760,000 | -0.3% | 96,245 | +6.5% | 0.00% | 0.0% |
| Q3 2018 | $2,768,000 | -7.5% | 90,383 | -9.8% | 0.00% | 0.0% |
| Q2 2018 | $2,992,000 | -2.1% | 100,165 | -3.1% | 0.00% | 0.0% |
| Q1 2018 | $3,057,000 | -5.8% | 103,420 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $3,245,000 | +16.3% | 102,930 | +11.6% | 0.00% | 0.0% |
| Q3 2017 | $2,791,000 | +102.8% | 92,212 | +101.1% | 0.00% | 0.0% |
| Q2 2017 | $1,376,000 | +55.8% | 45,864 | +54.5% | 0.00% | – |
| Q1 2017 | $883,000 | -38.1% | 29,693 | -40.5% | 0.00% | -100.0% |
| Q4 2016 | $1,426,000 | +37.1% | 49,932 | +33.9% | 0.00% | 0.0% |
| Q3 2016 | $1,040,000 | +63.0% | 37,300 | +65.5% | 0.00% | – |
| Q2 2016 | $638,000 | +135.4% | 22,542 | +124.9% | 0.00% | – |
| Q1 2016 | $271,000 | – | 10,025 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 2,870,042 | $109,176,426 | 4.53% |
| ALBION FINANCIAL GROUP /UT | 912,470 | $34,710,355 | 3.35% |
| Sovereign Investment Advisors, LLC | 136,045 | $5,175,146 | 2.17% |
| XML Financial, LLC | 293,715 | $11,172,925 | 1.40% |
| Arden Trust Co | 178,803 | $6,801,660 | 1.38% |
| TAP Consulting, LLC | 102,536 | $3,900,469 | 1.02% |
| Centurion Wealth Management LLC | 32,961 | $1,253,824 | 0.71% |
| ADE, LLC | 22,090 | $840,286 | 0.64% |
| HBW ADVISORY SERVICES LLC | 49,925 | $1,899 | 0.50% |
| CX Institutional | 204,927 | $7,795,422 | 0.47% |