LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 76 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $91,000 | +16.7% | 2,284 | +5.4% | 0.01% | 0.0% |
| Q3 2021 | $78,000 | -6.0% | 2,167 | -4.6% | 0.01% | -14.3% |
| Q2 2021 | $83,000 | +29.7% | 2,271 | +24.2% | 0.01% | +16.7% |
| Q1 2021 | $64,000 | +8.5% | 1,829 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $59,000 | -24.4% | 1,827 | -30.3% | 0.01% | -25.0% |
| Q3 2020 | $78,000 | +41.8% | 2,620 | +22.0% | 0.01% | +14.3% |
| Q1 2020 | $55,000 | 0.0% | 2,148 | +34.0% | 0.01% | +16.7% |
| Q4 2019 | $55,000 | +66.7% | 1,603 | +61.9% | 0.01% | +50.0% |
| Q3 2019 | $33,000 | 0.0% | 990 | -3.9% | 0.00% | 0.0% |
| Q2 2019 | $33,000 | – | 1,030 | – | 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% |