LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 1 filers reported holding LEGG MASON ETF INVT TR in Q4 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 ↓ |
|---|---|---|---|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 64,128 | $1,644,000 | 2.51% |
| Bard Financial Services, Inc. | 492,900 | $12,633,000 | 1.15% |
| Arden Trust Co | 94,426 | $2,421,000 | 0.56% |
| Csenge Advisory Group | 247,094 | $6,333,000 | 0.53% |
| Magnus Financial Group LLC | 34,000 | $871,000 | 0.16% |
| Belpointe Asset Management LLC | 53,933 | $1,382,000 | 0.09% |
| Dynamic Advisor Solutions LLC | 24,381 | $625,000 | 0.05% |
| SMITH, MOORE & CO. | 9,450 | $242,000 | 0.04% |
| Atria Wealth Solutions, Inc. | 48,785 | $1,250,000 | 0.02% |
| Equitable Holdings, Inc. | 46,526 | $1,192,000 | 0.02% |