LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 79 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,598 | -12.3% | 8,606 | -5.1% | 0.03% | -10.8% |
| Q2 2023 | $332,363 | +6.9% | 9,064 | +8.7% | 0.04% | -7.5% |
| Q1 2023 | $310,934 | -0.7% | 8,340 | +1.3% | 0.04% | -7.0% |
| Q4 2022 | $313,103 | +16.0% | 8,230 | +4.2% | 0.04% | +7.5% |
| Q3 2022 | $270,000 | +20.5% | 7,897 | +33.0% | 0.04% | +29.0% |
| Q2 2022 | $224,000 | +7.7% | 5,939 | +13.1% | 0.03% | +19.2% |
| Q1 2022 | $208,000 | -87.7% | 5,250 | -90.2% | 0.03% | -95.1% |
| Q4 2017 | $1,693,000 | +5.7% | 53,710 | +2.5% | 0.53% | -13.2% |
| Q3 2017 | $1,601,000 | +2.8% | 52,388 | -0.0% | 0.61% | -11.1% |
| Q2 2017 | $1,558,000 | +341.4% | 52,402 | +338.3% | 0.68% | +303.6% |
| Q1 2017 | $353,000 | – | 11,956 | – | 0.17% | – |
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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% |