LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 26 filers reported holding LEGG MASON ETF INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,178 | -13.7% | 32,508 | -13.9% | 0.04% | -20.8% |
| Q2 2023 | $1,026,324 | +6.1% | 37,746 | +5.2% | 0.05% | -7.0% |
| Q1 2023 | $967,463 | +9.3% | 35,885 | +3.6% | 0.06% | -5.0% |
| Q4 2022 | $885,397 | +19.6% | 34,654 | +12.9% | 0.06% | +7.1% |
| Q3 2022 | $740,000 | +18.4% | 30,683 | +25.8% | 0.06% | +16.7% |
| Q2 2022 | $625,000 | +10.4% | 24,381 | +16.0% | 0.05% | +23.1% |
| Q1 2022 | $566,000 | +36.4% | 21,018 | +34.1% | 0.04% | +30.0% |
| Q4 2021 | $415,000 | +19.6% | 15,670 | +15.4% | 0.03% | +15.4% |
| Q3 2021 | $347,000 | +30.9% | 13,578 | +20.1% | 0.03% | +4.0% |
| Q4 2020 | $265,000 | +25.0% | 11,308 | +17.5% | 0.02% | +4.2% |
| Q3 2020 | $212,000 | +3.9% | 9,622 | +4.4% | 0.02% | -14.3% |
| Q2 2020 | $204,000 | – | 9,220 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 136,740 | $3,727,529 | 6.21% |
| Cedar Mountain Advisors, LLC | 290,261 | $7,912,515 | 2.33% |
| OneAscent Financial Services LLC | 178,940 | $4,878 | 1.27% |
| Csenge Advisory Group | 587,350 | $16,011,157 | 1.09% |
| Smart Money Group LLC | 67,713 | $1,845,868 | 0.88% |
| Cornerstone Wealth Group, LLC | 150,464 | $4,101,646 | 0.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | 524,585 | $14,300,468 | 0.59% |
| GeoWealth Management, LLC | 159,316 | $4,343 | 0.49% |
| ETFIDEA, LLC | 34,670 | $945,097 | 0.40% |
| L.M. KOHN & COMPANY | 27,695 | $754,973 | 0.28% |