LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 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 | $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% | – |
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% |