LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 34 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $337 | -99.9% | 4,829 | +0.8% | 0.01% | -7.7% |
| Q2 2021 | $267,000 | -65.4% | 4,790 | -68.7% | 0.01% | -69.8% |
| Q1 2021 | $772,000 | -66.5% | 15,286 | -66.8% | 0.04% | -78.7% |
| Q4 2020 | $2,305,000 | +22.2% | 46,098 | +12.1% | 0.20% | +11.6% |
| Q3 2020 | $1,886,000 | +117.8% | 41,126 | +93.9% | 0.18% | +120.7% |
| Q2 2020 | $866,000 | +314.4% | 21,207 | +228.6% | 0.08% | +228.0% |
| Q1 2020 | $209,000 | -47.6% | 6,453 | -38.5% | 0.02% | -28.6% |
| Q4 2019 | $399,000 | +27.9% | 10,494 | +17.2% | 0.04% | +12.9% |
| Q3 2019 | $312,000 | – | 8,954 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 496,822 | $34,686,349 | 11.14% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 38,880 | $2,714,462 | 2.34% |
| AA Financial Advisors, LLC | 39,800 | $2,778,693 | 0.98% |
| Corundum Group, Inc. | 10,198 | $711,988 | 0.28% |
| Investment Partners Asset Management, Inc. | 3,067 | $214,127 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 326,169 | $22,771,967 | 0.16% |
| Gladstone Institutional Advisory LLC | 38,460 | $2,685,139 | 0.14% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4,122 | $287,783 | 0.11% |
| Milestone Investment Advisors LLC | 5,907 | $412,406 | 0.11% |
| Elevation Capital Advisory, LLC | 3,109 | $217,059 | 0.10% |