LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 44 filers reported holding LEGG MASON ETF INVT TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $409,000 | +4.3% | 11,988 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $392,000 | +1.8% | 11,688 | -2.5% | 0.00% | 0.0% |
| Q2 2019 | $385,000 | -2.8% | 11,988 | -3.6% | 0.00% | 0.0% |
| Q1 2019 | $396,000 | +1.0% | 12,438 | -9.2% | 0.00% | -25.0% |
| Q4 2018 | $392,000 | +5.4% | 13,691 | +12.6% | 0.00% | 0.0% |
| Q3 2018 | $372,000 | +11.7% | 12,164 | +8.9% | 0.00% | -20.0% |
| Q2 2018 | $333,000 | -13.7% | 11,171 | -14.3% | 0.01% | 0.0% |
| Q1 2018 | $386,000 | -10.0% | 13,032 | -4.3% | 0.01% | -16.7% |
| Q4 2017 | $429,000 | +10.9% | 13,617 | +6.4% | 0.01% | 0.0% |
| Q3 2017 | $387,000 | -6.7% | 12,796 | -7.5% | 0.01% | -14.3% |
| Q2 2017 | $415,000 | +28.9% | 13,839 | +27.7% | 0.01% | 0.0% |
| Q1 2017 | $322,000 | +9.2% | 10,835 | +4.8% | 0.01% | 0.0% |
| Q4 2016 | $295,000 | +18.5% | 10,340 | +15.9% | 0.01% | +16.7% |
| Q3 2016 | $249,000 | +24.5% | 8,920 | +25.2% | 0.01% | +20.0% |
| Q2 2016 | $200,000 | – | 7,123 | – | 0.01% | – |
Download | ||||||
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% |