LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 77 filers reported holding LEGG MASON ETF INVT TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $53,000 | -75.0% | 1,400 | -76.9% | 0.01% | -60.7% |
| Q1 2021 | $212,000 | -0.9% | 6,056 | -8.1% | 0.03% | -6.7% |
| Q4 2020 | $214,000 | +4.9% | 6,587 | -4.4% | 0.03% | -3.2% |
| Q3 2020 | $204,000 | +2.0% | 6,888 | -0.9% | 0.03% | -6.1% |
| Q2 2020 | $200,000 | -25.4% | 6,951 | -11.8% | 0.03% | -17.5% |
| Q4 2019 | $268,000 | -5.0% | 7,879 | -6.3% | 0.04% | -4.8% |
| Q3 2019 | $282,000 | -14.0% | 8,410 | -17.4% | 0.04% | -4.5% |
| Q2 2019 | $328,000 | -35.3% | 10,187 | -36.1% | 0.04% | -35.3% |
| Q1 2019 | $507,000 | +2.0% | 15,952 | -8.0% | 0.07% | -10.5% |
| Q4 2018 | $497,000 | -21.5% | 17,343 | -16.1% | 0.08% | -9.5% |
| Q3 2018 | $633,000 | -30.6% | 20,674 | -32.3% | 0.08% | -39.1% |
| Q2 2018 | $912,000 | -89.1% | 30,520 | -89.3% | 0.14% | -89.1% |
| Q1 2018 | $8,395,000 | +4.5% | 284,011 | +11.5% | 1.27% | +7.0% |
| Q4 2017 | $8,030,000 | – | 254,665 | – | 1.19% | – |
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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% |