LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 60 filers reported holding LEGG MASON ETF INVT TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,886,936 | -12.4% | 380,370 | -5.2% | 0.00% | -20.0% |
| Q2 2023 | $14,710,427 | -16.3% | 401,157 | -14.9% | 0.01% | -16.7% |
| Q1 2023 | $17,577,222 | -14.5% | 471,492 | -12.8% | 0.01% | -25.0% |
| Q4 2022 | $20,564,196 | +33.8% | 540,594 | +20.2% | 0.01% | +14.3% |
| Q3 2022 | $15,366,000 | -10.2% | 449,840 | -1.0% | 0.01% | 0.0% |
| Q2 2022 | $17,118,000 | +22.9% | 454,431 | +29.5% | 0.01% | +40.0% |
| Q1 2022 | $13,930,000 | +1.2% | 350,962 | +2.1% | 0.01% | +25.0% |
| Q4 2021 | $13,767,000 | +9.9% | 343,832 | -1.2% | 0.00% | 0.0% |
| Q3 2021 | $12,522,000 | -0.9% | 347,909 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $12,632,000 | -6.1% | 346,259 | -10.0% | 0.00% | 0.0% |
| Q1 2021 | $13,448,000 | +11.9% | 384,717 | +3.8% | 0.00% | 0.0% |
| Q4 2020 | $12,019,000 | +17.8% | 370,614 | +7.6% | 0.00% | 0.0% |
| Q3 2020 | $10,206,000 | +2.4% | 344,587 | -0.5% | 0.00% | 0.0% |
| Q2 2020 | $9,971,000 | -34.1% | 346,457 | -41.0% | 0.00% | -42.9% |
| Q1 2020 | $15,124,000 | -18.3% | 586,876 | +8.0% | 0.01% | +16.7% |
| Q4 2019 | $18,515,000 | +9.7% | 543,612 | +8.2% | 0.01% | 0.0% |
| Q3 2019 | $16,881,000 | +5.2% | 502,564 | +0.7% | 0.01% | 0.0% |
| Q2 2019 | $16,053,000 | +7.2% | 499,149 | +6.1% | 0.01% | 0.0% |
| Q1 2019 | $14,972,000 | +11.4% | 470,654 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $13,443,000 | -37.4% | 468,699 | -33.1% | 0.01% | -33.3% |
| Q3 2018 | $21,459,000 | +2.0% | 700,717 | -0.5% | 0.01% | 0.0% |
| Q2 2018 | $21,033,000 | +1.1% | 704,031 | +0.1% | 0.01% | 0.0% |
| Q1 2018 | $20,798,000 | +47.8% | 703,577 | +57.7% | 0.01% | +50.0% |
| Q4 2017 | $14,068,000 | +967.4% | 446,192 | +925.0% | 0.01% | +500.0% |
| Q3 2017 | $1,318,000 | +300.6% | 43,533 | +296.7% | 0.00% | – |
| Q2 2017 | $329,000 | -2.9% | 10,973 | -3.7% | 0.00% | – |
| Q1 2017 | $339,000 | +1595.0% | 11,396 | +1528.0% | 0.00% | – |
| Q4 2016 | $20,000 | 0.0% | 700 | 0.0% | 0.00% | – |
| Q3 2016 | $20,000 | – | 700 | – | 0.00% | – |
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% |