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 | $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% | – |
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% |