LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 48 filers reported holding LEGG MASON ETF INVT TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,723,599 | +10.9% | 423,847 | +9.3% | 0.16% | -1.8% |
| Q3 2023 | $10,575,401 | +145.6% | 387,946 | +144.9% | 0.16% | +142.6% |
| Q2 2023 | $4,306,583 | -29.0% | 158,389 | -29.6% | 0.07% | -32.7% |
| Q1 2023 | $6,062,709 | +61.7% | 224,878 | +53.2% | 0.10% | +48.5% |
| Q4 2022 | $3,749,898 | +674.8% | 146,767 | +631.6% | 0.07% | +423.1% |
| Q3 2022 | $484,000 | – | 20,062 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyce & Associates Wealth Consulting, Inc. | 160,133 | $4,746,328 | 5.58% |
| Cedar Mountain Advisors, LLC | 313,804 | $9,301,157 | 2.30% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 98,513 | $2,920,000 | 1.98% |
| Insight Wealth Strategies, LLC | 437,817 | $12,976,890 | 1.85% |
| GG Group Ventures, LLC | 44,727 | $1,327,945 | 1.84% |
| Trademark Financial Management, LLC | 34,587 | $1,025,159 | 0.84% |
| Montis Financial, LLC | 60,378 | $1,789,604 | 0.82% |
| Smart Money Group LLC | 74,333 | $2,275,324 | 0.81% |
| GREAT VALLEY ADVISOR GROUP, INC. | 840,386 | $24,909,007 | 0.70% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 54,088 | $1,603,168 | 0.66% |