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 | $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% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $128,000 | -9.2% | 3,750 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $141,000 | -5.4% | 3,750 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $149,000 | -0.7% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $150,000 | +7.1% | 3,750 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $140,000 | -1.4% | 3,900 | 0.0% | 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% | 7,500 | 0.0% | 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
| 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% |