Steward Partners Investment Advisory, LLC - LEGG MASON ETF INVT TR ownership

Back to all holdings Add to watchlist

LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Links
Filings
External links
Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of LEGG MASON ETF INVT TR
ValueSharesWeighting
Q3 2023$113,498
-41.8%
3,350
-37.0%
0.00%
-33.3%
Q2 2023$195,084
+35.9%
5,320
+38.2%
0.00%
+50.0%
Q1 2023$143,528
+0.6%
3,850
+2.7%
0.00%0.0%
Q4 2022$142,650
+11.4%
3,7500.0%0.00%0.0%
Q3 2022$128,000
-9.2%
3,7500.0%0.00%
-33.3%
Q2 2022$141,000
-5.4%
3,7500.0%0.00%
+50.0%
Q1 2022$149,000
-0.7%
3,7500.0%0.00%0.0%
Q4 2021$150,000
+7.1%
3,750
-3.8%
0.00%0.0%
Q3 2021$140,000
-1.4%
3,9000.0%0.00%0.0%
Q2 2021$142,000
-100.0%
3,900
-65.2%
0.00%
-33.3%
Q1 2021$392,126,000
+177332.6%
11,218
+65.0%
0.00%
-40.0%
Q4 2020$221,000
+6.8%
6,800
-2.9%
0.01%0.0%
Q3 2020$207,000
-4.2%
7,000
-6.7%
0.01%
-16.7%
Q2 2020$216,000
+11.9%
7,5000.0%0.01%
-14.3%
Q1 2020$193,000
-19.9%
7,500
+5.6%
0.01%0.0%
Q4 2019$241,000
+21.7%
7,100
+20.3%
0.01%0.0%
Q3 2019$198,000–5,900–0.01%–
 Download
Other shareholders
LEGG MASON ETF INVT TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mill Creek Capital Advisors, LLC 2,870,042$109,176,4264.53%
ALBION FINANCIAL GROUP /UT 912,470$34,710,3553.35%
Sovereign Investment Advisors, LLC 136,045$5,175,1462.17%
XML Financial, LLC 293,715$11,172,9251.40%
Arden Trust Co 178,803$6,801,6601.38%
TAP Consulting, LLC 102,536$3,900,4691.02%
Centurion Wealth Management LLC 32,961$1,253,8240.71%
ADE, LLC 22,090$840,2860.64%
HBW ADVISORY SERVICES LLC 49,925$1,8990.50%
CX Institutional 204,927$7,795,4220.47%
View complete list of LEGG MASON ETF INVT TR shareholders