LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,084,903 | -28.2% | 32,022 | -22.3% | 0.01% | -30.0% |
| Q2 2023 | $1,511,641 | +16.2% | 41,223 | +18.1% | 0.01% | 0.0% |
| Q1 2023 | $1,301,296 | +23.9% | 34,906 | +26.4% | 0.01% | +11.1% |
| Q4 2022 | $1,050,208 | +59.8% | 27,608 | +43.6% | 0.01% | +12.5% |
| Q3 2022 | $657,000 | +57.2% | 19,226 | +73.3% | 0.01% | +60.0% |
| Q2 2022 | $418,000 | +8.0% | 11,091 | +13.8% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | -0.3% | 9,744 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $388,000 | +11.2% | 9,684 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $349,000 | -1.1% | 9,684 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $353,000 | +15.0% | 9,684 | +10.1% | 0.01% | -28.6% |
| Q1 2021 | $307,000 | +7.7% | 8,795 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | -16.2% | 8,795 | -23.4% | 0.01% | -22.2% |
| Q3 2020 | $340,000 | -15.4% | 11,476 | -17.8% | 0.01% | -18.2% |
| Q2 2020 | $402,000 | +11.7% | 13,961 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $360,000 | -24.2% | 13,961 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $475,000 | +10.7% | 13,961 | +9.4% | 0.01% | 0.0% |
| Q3 2019 | $429,000 | -3.4% | 12,761 | -7.6% | 0.01% | -7.1% |
| Q2 2019 | $444,000 | -2.8% | 13,816 | -3.6% | 0.01% | -6.7% |
| Q1 2019 | $457,000 | +44.2% | 14,336 | +29.6% | 0.02% | +25.0% |
| Q4 2018 | $317,000 | +5.7% | 11,065 | +13.8% | 0.01% | +20.0% |
| Q3 2018 | $300,000 | -18.7% | 9,727 | -21.1% | 0.01% | -44.4% |
| Q2 2018 | $369,000 | +1.4% | 12,333 | 0.0% | 0.02% | +12.5% |
| Q1 2018 | $364,000 | +3.7% | 12,333 | +10.6% | 0.02% | +6.7% |
| Q4 2017 | $351,000 | +29.5% | 11,155 | +23.9% | 0.02% | +25.0% |
| Q3 2017 | $271,000 | +6.3% | 9,000 | +5.8% | 0.01% | 0.0% |
| Q2 2017 | $255,000 | +14.3% | 8,505 | +13.9% | 0.01% | +9.1% |
| Q1 2017 | $223,000 | +4.7% | 7,467 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $213,000 | -41.8% | 7,467 | -43.1% | 0.01% | -21.4% |
| Q3 2016 | $366,000 | +51.2% | 13,134 | +53.7% | 0.01% | 0.0% |
| Q2 2016 | $242,000 | – | 8,547 | – | 0.01% | – |
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% |