LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |