LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 106 filers reported holding LEGG MASON ETF INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,343,241 | -1.9% | 3,847,203 | +6.2% | 1.12% | -0.8% |
| Q2 2023 | $132,806,367 | +16.0% | 3,621,662 | +17.9% | 1.13% | -2.1% |
| Q1 2023 | $114,523,961 | +936.5% | 3,071,995 | +957.6% | 1.15% | +842.6% |
| Q4 2022 | $11,049,213 | +232.2% | 290,463 | +198.3% | 0.12% | +190.5% |
| Q3 2022 | $3,326,000 | +46.3% | 97,357 | +61.3% | 0.04% | +35.5% |
| Q2 2022 | $2,274,000 | +4.3% | 60,376 | +9.9% | 0.03% | +10.7% |
| Q1 2022 | $2,180,000 | +18.9% | 54,930 | +19.9% | 0.03% | +7.7% |
| Q4 2021 | $1,834,000 | +5.0% | 45,810 | -5.6% | 0.03% | -10.3% |
| Q3 2021 | $1,746,000 | -1.5% | 48,520 | -0.2% | 0.03% | -12.1% |
| Q2 2021 | $1,773,000 | +10.2% | 48,607 | +5.6% | 0.03% | 0.0% |
| Q1 2021 | $1,609,000 | +8.0% | 46,041 | +0.2% | 0.03% | -15.4% |
| Q4 2020 | $1,490,000 | -3.5% | 45,931 | -11.9% | 0.04% | -15.2% |
| Q3 2020 | $1,544,000 | +5.4% | 52,118 | +2.4% | 0.05% | +2.2% |
| Q2 2020 | $1,465,000 | +75.2% | 50,917 | +56.9% | 0.04% | +60.7% |
| Q1 2020 | $836,000 | +68.2% | 32,445 | +122.1% | 0.03% | +64.7% |
| Q4 2019 | $497,000 | +182.4% | 14,606 | +179.3% | 0.02% | +142.9% |
| Q3 2019 | $176,000 | – | 5,230 | – | 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% |