LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 72 filers reported holding LEGG MASON ETF INVT TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,561,211 | -7.5% | 46,080 | +0.1% | 0.13% | -12.7% |
| Q2 2023 | $1,687,624 | -0.8% | 46,021 | +0.9% | 0.15% | -5.7% |
| Q1 2023 | $1,700,977 | +117859.6% | 45,626 | +20.3% | 0.16% | +10.4% |
| Q4 2022 | $1,442 | -99.9% | 37,925 | +0.1% | 0.14% | +22.0% |
| Q3 2022 | $1,294,000 | -5.8% | 37,883 | +3.9% | 0.12% | -19.2% |
| Q2 2022 | $1,374,000 | -12.0% | 36,475 | -7.3% | 0.15% | -7.6% |
| Q1 2022 | $1,561,000 | +0.7% | 39,351 | +1.6% | 0.16% | +4.6% |
| Q4 2021 | $1,550,000 | +13.4% | 38,733 | +1.9% | 0.15% | +2.7% |
| Q3 2021 | $1,367,000 | -4.1% | 38,002 | -2.8% | 0.15% | -7.0% |
| Q2 2021 | $1,425,000 | +3.3% | 39,089 | -1.1% | 0.16% | -8.1% |
| Q1 2021 | $1,380,000 | +6.2% | 39,506 | -1.5% | 0.17% | -4.4% |
| Q4 2020 | $1,300,000 | +7.2% | 40,093 | -2.1% | 0.18% | -8.2% |
| Q3 2020 | $1,213,000 | -25.0% | 40,969 | -27.1% | 0.20% | -32.9% |
| Q2 2020 | $1,618,000 | +11.0% | 56,224 | -0.7% | 0.29% | -10.2% |
| Q1 2020 | $1,458,000 | -28.2% | 56,594 | -5.2% | 0.32% | -12.4% |
| Q4 2019 | $2,032,000 | +3.5% | 59,684 | +2.1% | 0.37% | -2.6% |
| Q3 2019 | $1,963,000 | -11.4% | 58,461 | -17.9% | 0.38% | -3.1% |
| Q2 2019 | $2,216,000 | +2.5% | 71,211 | +1.3% | 0.39% | -5.1% |
| Q1 2019 | $2,162,000 | +17.4% | 70,325 | +5.9% | 0.41% | -4.6% |
| Q4 2018 | $1,842,000 | -15.0% | 66,392 | -8.5% | 0.43% | +6.4% |
| Q3 2018 | $2,168,000 | -0.8% | 72,540 | -3.2% | 0.41% | -9.3% |
| Q2 2018 | $2,186,000 | +0.3% | 74,910 | -0.2% | 0.45% | -7.0% |
| Q1 2018 | $2,179,000 | -0.3% | 75,086 | +5.8% | 0.48% | -1.6% |
| Q4 2017 | $2,186,000 | – | 70,999 | – | 0.49% | – |
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% |