LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 102 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |