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 | $4,701 | -7.7% | 138,744 | -0.1% | 0.02% | 0.0% |
Q2 2023 | $5,091 | -56.5% | 138,824 | -55.8% | 0.02% | -62.5% |
Q1 2023 | $11,710 | -2.5% | 314,122 | -0.5% | 0.05% | +2.1% |
Q4 2022 | $12,012 | -99.9% | 315,761 | +1.2% | 0.05% | +2.2% |
Q3 2022 | $10,662,000 | +104.8% | 312,112 | +124.8% | 0.05% | +91.7% |
Q2 2022 | $5,207,000 | -4.8% | 138,825 | +0.7% | 0.02% | +4.3% |
Q1 2022 | $5,469,000 | -2.7% | 137,803 | -1.8% | 0.02% | +4.5% |
Q4 2021 | $5,619,000 | +12.9% | 140,326 | +1.5% | 0.02% | +4.8% |
Q3 2021 | $4,975,000 | -3.3% | 138,221 | -2.0% | 0.02% | -8.7% |
Q2 2021 | $5,144,000 | +6.5% | 141,011 | +2.1% | 0.02% | 0.0% |
Q1 2021 | $4,829,000 | -55.0% | 138,158 | -58.3% | 0.02% | -55.8% |
Q4 2020 | $10,738,000 | +9.5% | 331,127 | +0.0% | 0.05% | -7.1% |
Q3 2020 | $9,808,000 | +2.9% | 331,113 | -0.0% | 0.06% | -6.7% |
Q2 2020 | $9,530,000 | +12.7% | 331,148 | +0.9% | 0.06% | -10.4% |
Q1 2020 | $8,457,000 | -26.4% | 328,159 | -2.7% | 0.07% | -10.7% |
Q4 2019 | $11,487,000 | +224.2% | 337,266 | +219.8% | 0.08% | +188.5% |
Q3 2019 | $3,543,000 | +14.5% | 105,472 | +9.6% | 0.03% | +8.3% |
Q2 2019 | $3,094,000 | +3.9% | 96,211 | +2.8% | 0.02% | 0.0% |
Q1 2019 | $2,978,000 | -20.8% | 93,619 | -28.5% | 0.02% | -33.3% |
Q4 2018 | $3,758,000 | -1.8% | 131,021 | +4.9% | 0.04% | +9.1% |
Q3 2018 | $3,825,000 | -6.0% | 124,905 | -8.3% | 0.03% | -15.4% |
Q2 2018 | $4,071,000 | -5.3% | 136,266 | -6.3% | 0.04% | -9.3% |
Q1 2018 | $4,299,000 | +33.0% | 145,425 | +41.8% | 0.04% | +26.5% |
Q4 2017 | $3,233,000 | +105.9% | 102,548 | +97.7% | 0.03% | +88.9% |
Q3 2017 | $1,570,000 | +24.7% | 51,859 | +23.5% | 0.02% | +12.5% |
Q2 2017 | $1,259,000 | -26.1% | 41,989 | -26.7% | 0.02% | -30.4% |
Q1 2017 | $1,703,000 | +5.7% | 57,293 | +1.6% | 0.02% | -4.2% |
Q4 2016 | $1,611,000 | -1.6% | 56,393 | -3.9% | 0.02% | -17.2% |
Q3 2016 | $1,637,000 | +215.4% | 58,703 | +206.2% | 0.03% | +107.1% |
Q1 2016 | $519,000 | – | 19,173 | – | 0.01% | – |
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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% |