LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,983 | -7.6% | 944 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $34,616 | -1.6% | 944 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,192 | -2.0% | 944 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $35,910 | +12.2% | 944 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $32,000 | -11.1% | 944 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $36,000 | -2.7% | 944 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $37,000 | -2.6% | 944 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +11.8% | 944 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | 0.0% | 944 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +25.9% | 944 | +5.0% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | +3.8% | 899 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 890 | +1.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -23.3% | 881 | +0.7% | 0.00% | -33.3% |
| Q4 2019 | $30,000 | -84.2% | 875 | -84.6% | 0.00% | -82.4% |
| Q3 2019 | $190,000 | – | 5,667 | – | 0.02% | – |
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% |