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 | $1,462,502 | +29.6% | 43,167 | +40.3% | 0.00% | +100.0% |
| Q2 2023 | $1,128,489 | +3.4% | 30,774 | +5.1% | 0.00% | -50.0% |
| Q1 2023 | $1,091,862 | -10.1% | 29,288 | -8.3% | 0.00% | 0.0% |
| Q4 2022 | $1,214,403 | -10.0% | 31,924 | -19.1% | 0.00% | 0.0% |
| Q3 2022 | $1,349,000 | -8.3% | 39,482 | +1.0% | 0.00% | -33.3% |
| Q2 2022 | $1,471,000 | -1.1% | 39,077 | +4.3% | 0.00% | +50.0% |
| Q1 2022 | $1,488,000 | +0.1% | 37,471 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $1,486,000 | +31.0% | 37,122 | +17.8% | 0.00% | 0.0% |
| Q3 2021 | $1,134,000 | +10.4% | 31,509 | +11.9% | 0.00% | 0.0% |
| Q2 2021 | $1,027,000 | +3.6% | 28,151 | -0.7% | 0.00% | 0.0% |
| Q1 2021 | $991,000 | +6.0% | 28,354 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $935,000 | +6.6% | 28,819 | -2.6% | 0.00% | 0.0% |
| Q3 2020 | $877,000 | +5.0% | 29,593 | +2.0% | 0.00% | -33.3% |
| Q2 2020 | $835,000 | +112.5% | 29,014 | +90.4% | 0.00% | +50.0% |
| Q1 2020 | $393,000 | -85.9% | 15,241 | -81.3% | 0.00% | -77.8% |
| Q4 2019 | $2,782,000 | +12.8% | 81,691 | +11.3% | 0.01% | 0.0% |
| Q3 2019 | $2,466,000 | +12.7% | 73,412 | +7.9% | 0.01% | 0.0% |
| Q2 2019 | $2,188,000 | +7.7% | 68,045 | +6.6% | 0.01% | 0.0% |
| Q1 2019 | $2,031,000 | +30.9% | 63,859 | +18.0% | 0.01% | +12.5% |
| Q4 2018 | $1,552,000 | -30.4% | 54,125 | -25.7% | 0.01% | -27.3% |
| Q3 2018 | $2,230,000 | +3.9% | 72,819 | +1.4% | 0.01% | -8.3% |
| Q2 2018 | $2,146,000 | -7.3% | 71,832 | -8.2% | 0.01% | -14.3% |
| Q1 2018 | $2,314,000 | +19.7% | 78,265 | +27.7% | 0.01% | +16.7% |
| Q4 2017 | $1,933,000 | +1813.9% | 61,301 | +1743.1% | 0.01% | +1100.0% |
| Q3 2017 | $101,000 | – | 3,326 | – | 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% |