LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,575 | +90.5% | 20,796 | +106.2% | 0.10% | +84.2% |
| Q2 2023 | $369,829 | +19.8% | 10,085 | +21.8% | 0.06% | +9.6% |
| Q1 2023 | $308,649 | -1.1% | 8,279 | +0.9% | 0.05% | -7.1% |
| Q4 2022 | $312,152 | +11.5% | 8,205 | +0.3% | 0.06% | -1.8% |
| Q3 2022 | $280,000 | -7.6% | 8,182 | +1.7% | 0.06% | 0.0% |
| Q2 2022 | $303,000 | -15.1% | 8,042 | -9.8% | 0.06% | +1.8% |
| Q4 2021 | $357,000 | +45.1% | 8,913 | +30.3% | 0.06% | +30.2% |
| Q3 2021 | $246,000 | – | 6,841 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 2,870,042 | $109,176,426 | 4.53% |
| ALBION FINANCIAL GROUP /UT | 912,470 | $34,710,355 | 3.35% |
| Sovereign Investment Advisors, LLC | 136,045 | $5,175,146 | 2.17% |
| XML Financial, LLC | 293,715 | $11,172,925 | 1.40% |
| Arden Trust Co | 178,803 | $6,801,660 | 1.38% |
| TAP Consulting, LLC | 102,536 | $3,900,469 | 1.02% |
| Centurion Wealth Management LLC | 32,961 | $1,253,824 | 0.71% |
| ADE, LLC | 22,090 | $840,286 | 0.64% |
| HBW ADVISORY SERVICES LLC | 49,925 | $1,899 | 0.50% |
| CX Institutional | 204,927 | $7,795,422 | 0.47% |