LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 41 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,347,786 | +595.7% | 25,999 | +628.7% | 0.00% | – |
| Q2 2023 | $193,740 | +24.4% | 3,568 | +9.2% | 0.00% | – |
| Q1 2023 | $155,715 | +17.3% | 3,266 | 0.0% | 0.00% | – |
| Q4 2022 | $132,755 | +4.5% | 3,266 | +1.3% | 0.00% | – |
| Q3 2022 | $127,000 | -39.5% | 3,223 | -35.8% | 0.00% | – |
| Q2 2022 | $210,000 | -7.9% | 5,019 | +17.7% | 0.00% | – |
| Q1 2022 | $228,000 | -21.6% | 4,266 | -10.8% | 0.00% | -100.0% |
| Q4 2021 | $291,000 | -13.1% | 4,782 | -19.4% | 0.00% | 0.0% |
| Q3 2021 | $335,000 | +13.9% | 5,930 | +13.1% | 0.00% | 0.0% |
| Q2 2021 | $294,000 | +13.1% | 5,243 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -5.1% | 5,154 | -5.9% | 0.00% | 0.0% |
| Q4 2020 | $274,000 | -0.4% | 5,479 | -8.3% | 0.00% | 0.0% |
| Q3 2020 | $275,000 | +93.7% | 5,974 | +71.9% | 0.00% | – |
| Q2 2020 | $142,000 | +73.2% | 3,476 | +38.5% | 0.00% | – |
| Q1 2020 | $82,000 | – | 2,510 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
| Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
| Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
| PFG Advisors | 17,305 | $897,091 | 0.08% |
| Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
| Family Management Corp | 6,414 | $332,502 | 0.08% |
| Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
| FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |