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 | $1,301,531 | +7.8% | 47,745 | +7.6% | 0.09% | 0.0% |
| Q2 2023 | $1,206,818 | +17.2% | 44,384 | +16.2% | 0.09% | +8.9% |
| Q1 2023 | $1,030,078 | +10.7% | 38,207 | +4.9% | 0.08% | +1.3% |
| Q4 2022 | $930,599 | +30.9% | 36,422 | +23.6% | 0.08% | +4.0% |
| Q3 2022 | $711,000 | – | 29,473 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 87,209 | $2,363,369 | 4.23% |
| First Capital Advisors Group, LLC. | 300,340 | $8,097,182 | 2.60% |
| Cedar Mountain Advisors, LLC | 284,164 | $7,661,061 | 2.30% |
| TCWP LLC | 239,042 | $6,444,572 | 1.22% |
| Csenge Advisory Group | 552,281 | $14,889,494 | 1.08% |
| Financial Architects, Inc | 223,779 | $6,033,087 | 0.97% |
| Bard Financial Services, Inc. | 442,557 | $11,931,346 | 0.96% |
| SkyView Investment Advisors, LLC | 150,170 | $4,049 | 0.95% |
| Cornerstone Wealth Group, LLC | 146,326 | $3,944,949 | 0.70% |
| Arden Trust Co | 94,285 | $2,542 | 0.46% |