LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,323,574 | -38.9% | 186,679 | -33.8% | 0.01% | -52.6% |
Q2 2023 | $10,346,951 | -37.7% | 282,164 | -36.7% | 0.02% | -38.7% |
Q1 2023 | $16,621,213 | -3.3% | 445,833 | -1.3% | 0.03% | -11.4% |
Q4 2022 | $17,181,221 | +9.8% | 451,688 | -1.4% | 0.04% | -2.8% |
Q3 2022 | $15,646,000 | -7.1% | 458,091 | +2.5% | 0.04% | -2.7% |
Q2 2022 | $16,845,000 | +273.6% | 447,132 | +480.3% | 0.04% | +311.1% |
Q1 2022 | $4,509,000 | +141.8% | 77,052 | +65.5% | 0.01% | +125.0% |
Q4 2021 | $1,865,000 | +13.1% | 46,570 | +1.6% | 0.00% | +33.3% |
Q3 2021 | $1,649,000 | +0.2% | 45,821 | +1.5% | 0.00% | -25.0% |
Q2 2021 | $1,646,000 | +8.1% | 45,126 | +3.5% | 0.00% | 0.0% |
Q1 2021 | $1,523,000 | +25.0% | 43,581 | +16.0% | 0.00% | +33.3% |
Q4 2020 | $1,218,000 | +19.1% | 37,555 | +8.7% | 0.00% | 0.0% |
Q3 2020 | $1,023,000 | +13.0% | 34,553 | +9.8% | 0.00% | 0.0% |
Q2 2020 | $905,000 | +59.6% | 31,480 | +43.3% | 0.00% | +50.0% |
Q1 2020 | $567,000 | – | 21,965 | – | 0.00% | – |
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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% |