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 | $207,820 | -0.9% | 6,134 | +7.3% | 0.05% | +1.9% |
| Q2 2023 | $209,642 | +4.3% | 5,717 | +6.0% | 0.05% | +1.9% |
| Q1 2023 | $201,088 | +8.9% | 5,394 | +11.2% | 0.05% | +4.0% |
| Q4 2022 | $184,570 | +23.0% | 4,852 | +10.3% | 0.05% | +8.7% |
| Q3 2022 | $150,000 | +5.6% | 4,398 | +16.6% | 0.05% | +7.0% |
| Q2 2022 | $142,000 | +6.0% | 3,772 | +11.5% | 0.04% | +13.2% |
| Q1 2022 | $134,000 | +21.8% | 3,382 | +23.3% | 0.04% | +15.2% |
| Q4 2021 | $110,000 | +44.7% | 2,742 | +30.4% | 0.03% | +26.9% |
| Q3 2021 | $76,000 | +4.1% | 2,102 | +4.7% | 0.03% | +4.0% |
| Q2 2021 | $73,000 | +40.4% | 2,007 | +34.1% | 0.02% | +25.0% |
| Q1 2021 | $52,000 | +6.1% | 1,497 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $49,000 | +28.9% | 1,497 | +18.2% | 0.02% | +5.6% |
| Q3 2020 | $38,000 | +5.6% | 1,267 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $36,000 | +89.5% | 1,267 | +74.0% | 0.02% | +50.0% |
| Q1 2020 | $19,000 | – | 728 | – | 0.01% | – |
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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% |