LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 86 filers reported holding LEGG MASON ETF INVT TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $359,000 | +8.5% | 10,591 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $331,000 | +259.8% | 9,849 | +245.9% | 0.00% | +100.0% |
| Q2 2019 | $92,000 | -91.6% | 2,847 | -91.7% | 0.00% | -87.5% |
| Q1 2019 | $1,100,000 | +14.3% | 34,460 | +3.8% | 0.01% | -11.1% |
| Q4 2018 | $962,000 | +3.4% | 33,211 | +9.2% | 0.01% | +12.5% |
| Q3 2018 | $930,000 | +1476.3% | 30,425 | +1415.2% | 0.01% | +700.0% |
| Q2 2018 | $59,000 | 0.0% | 2,008 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $59,000 | +195.0% | 2,008 | +209.9% | 0.00% | – |
| Q4 2017 | $20,000 | +100.0% | 648 | +99.4% | 0.00% | – |
| Q3 2017 | $10,000 | 0.0% | 325 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | – | 325 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 629,968 | $21,343,323 | 10.03% |
| ALBION FINANCIAL GROUP /UT | 1,932,499 | $65,473,074 | 6.04% |
| Mill Creek Capital Advisors, LLC | 2,013,386 | $68,213,530 | 2.27% |
| Sovereign Investment Advisors, LLC | 139,675 | $4,732,174 | 1.86% |
| Allworth Financial LP | 3,847,203 | $130,343,241 | 1.12% |
| TAP Consulting, LLC | 115,751 | $3,921,641 | 1.01% |
| Key Client Fiduciary Advisors, LLC | 35,518 | $1,203,350 | 0.74% |
| Centurion Wealth Management LLC | 40,589 | $1,375,167 | 0.67% |
| Arden Trust Co | 110,694 | $3,750,309 | 0.62% |
| Financial Advocates Investment Management | 182,588 | $6,186,082 | 0.44% |