LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 1 filers reported holding LEGG MASON ETF INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,906,619 | -23.5% | 69,942 | -23.7% | 0.03% | -25.0% |
| Q2 2023 | $2,493,051 | +15.0% | 91,690 | +14.1% | 0.04% | +2.9% |
| Q1 2023 | $2,167,153 | +5.7% | 80,384 | +0.2% | 0.04% | -2.8% |
| Q4 2022 | $2,049,442 | +40.2% | 80,213 | +32.4% | 0.04% | +24.1% |
| Q3 2022 | $1,462,000 | +22.7% | 60,596 | +30.2% | 0.03% | +26.1% |
| Q2 2022 | $1,192,000 | – | 46,526 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 136,740 | $3,727,529 | 6.21% |
| Cedar Mountain Advisors, LLC | 290,261 | $7,912,515 | 2.33% |
| OneAscent Financial Services LLC | 178,940 | $4,878 | 1.27% |
| Csenge Advisory Group | 587,350 | $16,011,157 | 1.09% |
| Smart Money Group LLC | 67,713 | $1,845,868 | 0.88% |
| Cornerstone Wealth Group, LLC | 150,464 | $4,101,646 | 0.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | 524,585 | $14,300,468 | 0.59% |
| GeoWealth Management, LLC | 159,316 | $4,343 | 0.49% |
| ETFIDEA, LLC | 34,670 | $945,097 | 0.40% |
| L.M. KOHN & COMPANY | 27,695 | $754,973 | 0.28% |