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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,718,289 | +3.9% | 33,146 | +8.8% | 0.03% | +8.3% |
| Q2 2023 | $1,654,032 | +9.3% | 30,461 | -4.0% | 0.02% | +4.3% |
| Q1 2023 | $1,513,027 | +0.2% | 31,734 | -14.2% | 0.02% | -4.2% |
| Q4 2022 | $1,510,054 | +11.3% | 36,993 | +8.0% | 0.02% | 0.0% |
| Q3 2022 | $1,357,000 | +0.1% | 34,242 | +5.3% | 0.02% | +4.3% |
| Q2 2022 | $1,356,000 | -21.7% | 32,520 | +1.0% | 0.02% | -8.0% |
| Q1 2022 | $1,731,000 | +12.0% | 32,184 | +26.6% | 0.02% | +25.0% |
| Q4 2021 | $1,545,000 | +18.9% | 25,428 | +10.4% | 0.02% | +11.1% |
| Q3 2021 | $1,299,000 | +79.2% | 23,028 | +77.2% | 0.02% | +80.0% |
| Q2 2021 | $725,000 | +34.3% | 12,994 | +21.5% | 0.01% | +25.0% |
| Q1 2021 | $540,000 | +126.9% | 10,691 | +124.6% | 0.01% | +100.0% |
| Q4 2020 | $238,000 | – | 4,761 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
| Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
| Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
| PFG Advisors | 17,305 | $897,091 | 0.08% |
| Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
| Family Management Corp | 6,414 | $332,502 | 0.08% |
| Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
| FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |