LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,571,050 | -52.0% | 134,919 | -48.1% | 0.00% | -50.0% |
Q2 2023 | $9,527,813 | +6.6% | 259,826 | +8.4% | 0.00% | 0.0% |
Q1 2023 | $8,938,727 | +5.2% | 239,773 | +7.4% | 0.00% | 0.0% |
Q4 2022 | $8,495,963 | +20.7% | 223,343 | +8.4% | 0.00% | 0.0% |
Q3 2022 | $7,039,000 | +22.8% | 206,074 | +35.4% | 0.00% | +33.3% |
Q2 2022 | $5,734,000 | +902.4% | 152,205 | +956.5% | 0.00% | – |
Q1 2022 | $572,000 | +20.4% | 14,406 | +21.6% | 0.00% | – |
Q4 2021 | $475,000 | +21.5% | 11,851 | +9.2% | 0.00% | – |
Q3 2021 | $391,000 | +34.4% | 10,853 | +36.1% | 0.00% | – |
Q2 2021 | $291,000 | -76.3% | 7,975 | -78.9% | 0.00% | -100.0% |
Q4 2020 | $1,227,000 | +3.9% | 37,826 | -5.2% | 0.00% | 0.0% |
Q3 2020 | $1,181,000 | -9.8% | 39,886 | -12.4% | 0.00% | 0.0% |
Q2 2020 | $1,310,000 | -66.3% | 45,537 | -69.8% | 0.00% | -80.0% |
Q1 2020 | $3,890,000 | -60.8% | 150,941 | -48.2% | 0.01% | -50.0% |
Q4 2019 | $9,929,000 | +3.9% | 291,516 | +2.5% | 0.01% | 0.0% |
Q3 2019 | $9,555,000 | +4.7% | 284,453 | +0.3% | 0.01% | -9.1% |
Q2 2019 | $9,122,000 | -0.6% | 283,645 | -1.6% | 0.01% | -15.4% |
Q1 2019 | $9,173,000 | -11.5% | 288,375 | -20.2% | 0.01% | -18.8% |
Q4 2018 | $10,369,000 | -92.4% | 361,529 | -91.8% | 0.02% | -93.2% |
Q3 2018 | $135,705,000 | +1043784.6% | 4,431,173 | +1006984.8% | 0.24% | – |
Q2 2018 | $13,000 | 0.0% | 440 | 0.0% | 0.00% | – |
Q1 2018 | $13,000 | -7.1% | 440 | 0.0% | 0.00% | – |
Q4 2017 | $14,000 | +7.7% | 440 | +0.9% | 0.00% | – |
Q3 2017 | $13,000 | -83.3% | 436 | -83.3% | 0.00% | – |
Q2 2017 | $78,000 | +500.0% | 2,615 | +499.8% | 0.00% | – |
Q1 2017 | $13,000 | +18.2% | 436 | +17.5% | 0.00% | – |
Q4 2016 | $11,000 | -71.8% | 371 | -73.2% | 0.00% | – |
Q3 2016 | $39,000 | – | 1,384 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Benchmark Financial Wealth Advisors, LLC | 629,968 | $21,343,323 | 10.03% |
ALBION FINANCIAL GROUP /UT | 1,932,499 | $65,473,074 | 6.04% |
Mill Creek Capital Advisors, LLC | 2,013,386 | $68,213,530 | 2.27% |
Sovereign Investment Advisors, LLC | 139,675 | $4,732,174 | 1.86% |
Allworth Financial LP | 3,847,203 | $130,343,241 | 1.12% |
TAP Consulting, LLC | 115,751 | $3,921,641 | 1.01% |
Key Client Fiduciary Advisors, LLC | 35,518 | $1,203,350 | 0.74% |
Centurion Wealth Management LLC | 40,589 | $1,375,167 | 0.67% |
Arden Trust Co | 110,694 | $3,750,309 | 0.62% |
Financial Advocates Investment Management | 182,588 | $6,186,082 | 0.44% |