LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 98 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,472,878 | +38.0% | 494,243 | +37.1% | 0.02% | +11.1% |
Q2 2023 | $9,759,893 | +21.3% | 360,384 | +21.0% | 0.02% | +20.0% |
Q1 2023 | $8,043,769 | +18.8% | 297,844 | +12.4% | 0.02% | +7.1% |
Q4 2022 | $6,768,717 | +70.8% | 264,925 | +61.2% | 0.01% | +55.6% |
Q3 2022 | $3,962,000 | +32.3% | 164,297 | +40.7% | 0.01% | +28.6% |
Q2 2022 | $2,994,000 | +405.7% | 116,805 | +428.6% | 0.01% | +600.0% |
Q1 2022 | $592,000 | +74.1% | 22,098 | +72.2% | 0.00% | 0.0% |
Q4 2021 | $340,000 | +45.9% | 12,835 | +40.8% | 0.00% | – |
Q3 2021 | $233,000 | +9.4% | 9,119 | +10.2% | 0.00% | – |
Q2 2021 | $213,000 | +1675.0% | 8,276 | +1627.8% | 0.00% | – |
Q1 2021 | $12,000 | +33.3% | 479 | +19.8% | 0.00% | – |
Q4 2020 | $9,000 | -59.1% | 400 | -60.0% | 0.00% | – |
Q3 2020 | $22,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
Q2 2020 | $22,000 | -48.8% | 1,000 | -52.5% | 0.00% | – |
Q1 2020 | $43,000 | – | 2,104 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bard Financial Services, Inc. | 414,350 | $10,591,000 | 0.94% |
Arden Trust Co | 79,656 | $2,036,000 | 0.35% |
CAPITAL INSIGHT PARTNERS, LLC | 11,011 | $1,578,000 | 0.34% |
Magnus Financial Group LLC | 34,000 | $869,000 | 0.18% |
Dynamic Advisor Solutions LLC | 13,578 | $347,000 | 0.03% |
Belpointe Asset Management LLC | 15,130 | $387,000 | 0.03% |
MML INVESTORS SERVICES, LLC | 85,407 | $2,183,000 | 0.02% |
FRANKLIN RESOURCES INC | 1,135,352 | $29,020,000 | 0.01% |
Raymond James Financial Services Advisors, Inc. | 114,512 | $2,927,000 | 0.01% |
Private Advisor Group, LLC | 20,613 | $527,000 | 0.00% |