LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 81 filers reported holding LEGG MASON ETF INVT TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $600,000 | -35.3% | 15,120 | -34.8% | 0.04% | -53.7% |
| Q4 2021 | $928,000 | +37.3% | 23,192 | +23.5% | 0.10% | +58.3% |
| Q3 2021 | $676,000 | -31.4% | 18,773 | -30.5% | 0.06% | -37.5% |
| Q2 2021 | $986,000 | -34.1% | 27,018 | -36.9% | 0.10% | -9.4% |
| Q1 2021 | $1,496,000 | -64.0% | 42,816 | -69.6% | 0.11% | -85.1% |
| Q3 2020 | $4,155,000 | +630.2% | 140,623 | +611.7% | 0.71% | +980.3% |
| Q2 2020 | $569,000 | +2.0% | 19,759 | +18.9% | 0.07% | +50.0% |
| Q3 2019 | $558,000 | -74.3% | 16,622 | -78.1% | 0.04% | -62.7% |
| Q4 2018 | $2,172,000 | +277.1% | 75,907 | +295.5% | 0.12% | +47.5% |
| Q2 2017 | $576,000 | -11.2% | 19,195 | -12.1% | 0.08% | +19.4% |
| Q1 2017 | $649,000 | +97.9% | 21,841 | +88.3% | 0.07% | +52.3% |
| Q2 2016 | $328,000 | – | 11,602 | – | 0.04% | – |
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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% |