LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 34 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,033 | -5.6% | 4,456 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $244,711 | +13.9% | 4,506 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $214,864 | -17.9% | 4,506 | -29.7% | 0.01% | -30.8% |
| Q4 2022 | $261,780 | -42.8% | 6,413 | -44.6% | 0.01% | -45.8% |
| Q3 2022 | $458,000 | -9.7% | 11,568 | -4.9% | 0.02% | -7.7% |
| Q2 2022 | $507,000 | -41.2% | 12,159 | -24.2% | 0.03% | -27.8% |
| Q1 2022 | $862,000 | -5.0% | 16,032 | +7.4% | 0.04% | -7.7% |
| Q4 2021 | $907,000 | +44.4% | 14,932 | +34.1% | 0.04% | +25.8% |
| Q3 2021 | $628,000 | +1.0% | 11,134 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $622,000 | +11.5% | 11,134 | +0.9% | 0.03% | -6.1% |
| Q1 2021 | $558,000 | -55.4% | 11,034 | -55.9% | 0.03% | -61.6% |
| Q4 2020 | $1,250,000 | +57.6% | 24,998 | +44.5% | 0.09% | -71.6% |
| Q3 2020 | $793,000 | – | 17,301 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
| Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
| Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
| PFG Advisors | 17,305 | $897,091 | 0.08% |
| Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
| Family Management Corp | 6,414 | $332,502 | 0.08% |
| Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
| FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |