LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 79 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,969 | +902.9% | 2,626 | +775.3% | 0.00% | – |
| Q1 2023 | $8,871 | +177320.0% | 300 | +78.6% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 168 | -75.8% | 0.00% | -100.0% |
| Q3 2022 | $21,000 | 0.0% | 695 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | 0.0% | 694 | 0.0% | 0.00% | – |
| Q1 2022 | $21,000 | – | 694 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $13,000 | – | 450 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $99,000 | +11.2% | 3,131 | +0.7% | 0.01% | +180.0% |
| Q4 2018 | $89,000 | -53.6% | 3,108 | -50.3% | 0.01% | -37.5% |
| Q3 2018 | $192,000 | -5.9% | 6,254 | -8.6% | 0.01% | -11.1% |
| Q2 2018 | $204,000 | -42.2% | 6,843 | -38.9% | 0.01% | -43.8% |
| Q1 2018 | $353,000 | 0.0% | 11,199 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $353,000 | +67.3% | 11,199 | +60.9% | 0.02% | +100.0% |
| Q3 2017 | $211,000 | +1.4% | 6,961 | +0.2% | 0.01% | -11.1% |
| Q2 2017 | $208,000 | +14.3% | 6,948 | +13.6% | 0.01% | +12.5% |
| Q1 2017 | $182,000 | +11.0% | 6,116 | +6.7% | 0.01% | 0.0% |
| Q4 2016 | $164,000 | -19.6% | 5,731 | -21.8% | 0.01% | -27.3% |
| Q3 2016 | $204,000 | +6.2% | 7,333 | +8.0% | 0.01% | 0.0% |
| Q2 2016 | $192,000 | +93.9% | 6,787 | +116.8% | 0.01% | -21.4% |
| Q1 2016 | $99,000 | – | 3,131 | – | 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% |