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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160 | -7.0% | 4,710 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $172 | -42.3% | 4,710 | -41.6% | 0.00% | -42.9% |
| Q1 2023 | $298 | +65.6% | 8,065 | +71.2% | 0.01% | +75.0% |
| Q4 2022 | $180 | -99.9% | 4,710 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $162,000 | -20.2% | 4,710 | -12.7% | 0.00% | -20.0% |
| Q2 2022 | $203,000 | -5.6% | 5,395 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $215,000 | -0.5% | 5,395 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $216,000 | +137.4% | 5,395 | +113.7% | 0.00% | +100.0% |
| Q3 2021 | $91,000 | -1.1% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $92,000 | -7.1% | 2,525 | -10.7% | 0.00% | 0.0% |
| Q1 2021 | $99,000 | -23.8% | 2,827 | -29.4% | 0.00% | -50.0% |
| Q4 2020 | $130,000 | -93.3% | 4,007 | -93.9% | 0.00% | -92.6% |
| Q3 2020 | $1,946,000 | -44.4% | 65,695 | -46.0% | 0.03% | -52.6% |
| Q2 2020 | $3,498,000 | +20.0% | 121,556 | +7.5% | 0.06% | -16.2% |
| Q1 2020 | $2,914,000 | -27.1% | 113,081 | -3.7% | 0.07% | -11.7% |
| Q4 2019 | $3,999,000 | -10.1% | 117,427 | -11.6% | 0.08% | -16.3% |
| Q3 2019 | $4,449,000 | +97.1% | 132,798 | +89.2% | 0.09% | +58.6% |
| Q2 2019 | $2,257,000 | – | 70,180 | – | 0.06% | – |
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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% |