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 | $1,615,940 | +75.0% | 47,696 | +89.4% | 0.00% | – |
| Q2 2023 | $923,424 | -29.1% | 25,182 | -27.9% | 0.00% | – |
| Q1 2023 | $1,301,557 | -39.2% | 34,913 | -44.3% | 0.00% | -100.0% |
| Q3 2022 | $2,141,000 | +189.3% | 62,685 | +219.3% | 0.00% | – |
| Q2 2022 | $740,000 | +210.9% | 19,633 | +227.9% | 0.00% | – |
| Q1 2022 | $238,000 | -92.8% | 5,988 | -92.7% | 0.00% | – |
| Q4 2021 | $3,296,000 | +1433.0% | 82,334 | +1300.2% | 0.00% | – |
| Q2 2021 | $215,000 | -74.1% | 5,880 | -75.2% | 0.00% | – |
| Q1 2021 | $829,000 | +68.5% | 23,738 | +56.2% | 0.00% | – |
| Q4 2020 | $492,000 | -56.6% | 15,200 | -60.4% | 0.00% | – |
| Q3 2020 | $1,134,000 | -22.5% | 38,363 | -24.6% | 0.00% | – |
| Q2 2020 | $1,463,000 | -49.1% | 50,851 | -54.4% | 0.00% | -100.0% |
| Q1 2020 | $2,873,000 | +623.7% | 111,494 | +856.2% | 0.00% | – |
| Q4 2019 | $397,000 | -63.9% | 11,660 | -64.4% | 0.00% | – |
| Q3 2019 | $1,101,000 | -68.6% | 32,763 | -70.0% | 0.00% | – |
| Q2 2019 | $3,507,000 | +292.3% | 109,113 | +289.0% | 0.00% | – |
| Q1 2019 | $894,000 | -61.6% | 28,049 | -65.5% | 0.00% | -100.0% |
| Q4 2018 | $2,328,000 | +36.5% | 81,373 | +45.9% | 0.00% | 0.0% |
| Q3 2018 | $1,705,000 | +51.2% | 55,766 | +47.6% | 0.00% | – |
| Q2 2018 | $1,128,000 | +20.9% | 37,778 | +19.7% | 0.00% | – |
| Q1 2018 | $933,000 | +27.1% | 31,568 | +35.6% | 0.00% | – |
| Q4 2017 | $734,000 | -22.0% | 23,283 | -25.1% | 0.00% | – |
| Q3 2017 | $941,000 | +52.8% | 31,096 | +51.5% | 0.00% | – |
| Q2 2017 | $616,000 | +147.4% | 20,532 | +134.9% | 0.00% | – |
| Q4 2016 | $249,000 | -57.7% | 8,742 | -58.6% | 0.00% | – |
| Q3 2016 | $589,000 | +113.4% | 21,113 | +115.9% | 0.00% | – |
| Q2 2016 | $276,000 | – | 9,778 | – | 0.00% | – |
Download | ||||||
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% |