LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 79 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |