LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 65 filers reported holding LEGG MASON ETF INVT TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,888,093 | -16.0% | 114,761 | -9.1% | 0.00% | -25.0% |
| Q2 2023 | $4,629,811 | -1.5% | 126,256 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $4,701,509 | -22.6% | 126,113 | -21.0% | 0.00% | -33.3% |
| Q4 2022 | $6,071,990 | +94.0% | 159,623 | +74.2% | 0.01% | +100.0% |
| Q3 2022 | $3,130,000 | +56.6% | 91,614 | +72.7% | 0.00% | +50.0% |
| Q2 2022 | $1,999,000 | -22.1% | 53,057 | -17.9% | 0.00% | 0.0% |
| Q1 2022 | $2,565,000 | +22.4% | 64,622 | +23.4% | 0.00% | 0.0% |
| Q4 2021 | $2,096,000 | +21.7% | 52,353 | +9.4% | 0.00% | 0.0% |
| Q3 2021 | $1,722,000 | +0.1% | 47,854 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $1,720,000 | +3.5% | 47,149 | -0.8% | 0.00% | 0.0% |
| Q1 2021 | $1,662,000 | -0.4% | 47,534 | -7.6% | 0.00% | 0.0% |
| Q4 2020 | $1,668,000 | -29.4% | 51,428 | -35.6% | 0.00% | -33.3% |
| Q3 2020 | $2,364,000 | -7.1% | 79,805 | -9.8% | 0.00% | 0.0% |
| Q2 2020 | $2,546,000 | -3.8% | 88,475 | -13.8% | 0.00% | -25.0% |
| Q1 2020 | $2,646,000 | -35.6% | 102,676 | -14.8% | 0.00% | -20.0% |
| Q4 2019 | $4,107,000 | +36.2% | 120,581 | +34.3% | 0.01% | +25.0% |
| Q3 2019 | $3,016,000 | +44.2% | 89,789 | +38.0% | 0.00% | +33.3% |
| Q2 2019 | $2,092,000 | +25.8% | 65,052 | +24.4% | 0.00% | 0.0% |
| Q1 2019 | $1,663,000 | +89.0% | 52,282 | +70.4% | 0.00% | +50.0% |
| Q4 2018 | $880,000 | -17.9% | 30,687 | -12.4% | 0.00% | 0.0% |
| Q3 2018 | $1,072,000 | +0.5% | 35,018 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $1,067,000 | +12.1% | 35,710 | +10.8% | 0.00% | 0.0% |
| Q1 2018 | $952,000 | +18.0% | 32,217 | +25.8% | 0.00% | +100.0% |
| Q4 2017 | $807,000 | +87.7% | 25,607 | +80.4% | 0.00% | 0.0% |
| Q3 2017 | $430,000 | +5.7% | 14,195 | +4.7% | 0.00% | 0.0% |
| Q2 2017 | $407,000 | +3.6% | 13,564 | +2.7% | 0.00% | 0.0% |
| Q1 2017 | $393,000 | +19.8% | 13,204 | +15.1% | 0.00% | 0.0% |
| Q4 2016 | $328,000 | -53.1% | 11,468 | -54.3% | 0.00% | -50.0% |
| Q3 2016 | $700,000 | – | 25,093 | – | 0.00% | – |
Download | ||||||
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% |