LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 79 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,295,605 | +506.0% | 38,241 | +555.9% | 0.00% | – |
| Q2 2023 | $213,786 | -66.5% | 5,830 | -65.9% | 0.00% | – |
| Q1 2023 | $637,563 | -64.2% | 17,102 | -61.9% | 0.00% | – |
| Q1 2022 | $1,781,000 | +44.9% | 44,866 | +31.4% | 0.00% | – |
| Q3 2021 | $1,229,000 | -27.6% | 34,153 | -26.6% | 0.00% | – |
| Q2 2021 | $1,697,000 | +14.5% | 46,525 | +9.7% | 0.00% | – |
| Q1 2021 | $1,482,000 | -4.5% | 42,415 | -11.4% | 0.00% | – |
| Q4 2020 | $1,552,000 | +39.4% | 47,850 | +27.1% | 0.00% | – |
| Q3 2020 | $1,113,000 | -22.5% | 37,657 | -32.4% | 0.00% | -100.0% |
| Q1 2020 | $1,436,000 | +54.7% | 55,713 | +104.7% | 0.00% | – |
| Q4 2019 | $928,000 | +28.5% | 27,216 | +15.2% | 0.00% | – |
| Q3 2018 | $722,000 | +64.5% | 23,618 | +60.8% | 0.00% | – |
| Q2 2018 | $439,000 | -21.9% | 14,692 | -20.9% | 0.00% | – |
| Q3 2017 | $562,000 | – | 18,568 | – | 0.00% | – |
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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% |