LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 34 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404 | -14.0% | 7,784 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $470 | -0.4% | 8,649 | -12.7% | 0.00% | 0.0% |
| Q1 2023 | $472 | +18.6% | 9,909 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $398 | -99.9% | 9,749 | +13.9% | 0.00% | 0.0% |
| Q3 2022 | $339,000 | -36.8% | 8,558 | -33.4% | 0.00% | -33.3% |
| Q2 2022 | $536,000 | -21.6% | 12,857 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $684,000 | -59.6% | 12,715 | -54.3% | 0.00% | -62.5% |
| Q4 2021 | $1,692,000 | +24.8% | 27,845 | +15.8% | 0.01% | +14.3% |
| Q3 2021 | $1,356,000 | -6.9% | 24,042 | -7.8% | 0.01% | 0.0% |
| Q2 2021 | $1,457,000 | -31.6% | 26,083 | -38.1% | 0.01% | -41.7% |
| Q1 2021 | $2,129,000 | +43.9% | 42,166 | +42.5% | 0.01% | +33.3% |
| Q4 2020 | $1,479,000 | +194.6% | 29,582 | +170.3% | 0.01% | +200.0% |
| Q3 2020 | $502,000 | +54.0% | 10,944 | +37.0% | 0.00% | +50.0% |
| Q2 2020 | $326,000 | -17.9% | 7,986 | -33.3% | 0.00% | -50.0% |
| Q1 2019 | $397,000 | -88.9% | 11,978 | -90.4% | 0.00% | -90.0% |
| Q4 2018 | $3,580,000 | – | 125,015 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
| Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
| Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
| PFG Advisors | 17,305 | $897,091 | 0.08% |
| Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
| Family Management Corp | 6,414 | $332,502 | 0.08% |
| Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
| FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |