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 | $920,224 | -7.6% | 27,161 | 0.0% | 0.05% | -1.9% |
| Q2 2023 | $996,004 | -28.2% | 27,161 | -27.1% | 0.05% | -29.7% |
| Q1 2023 | $1,387,641 | -82.2% | 37,252 | -81.8% | 0.07% | -84.4% |
| Q4 2022 | $7,795,422 | +14.7% | 204,927 | +3.0% | 0.47% | +0.4% |
| Q3 2022 | $6,797,000 | -2.5% | 198,990 | +7.5% | 0.47% | -10.3% |
| Q2 2022 | $6,971,000 | +36.7% | 185,038 | +44.0% | 0.53% | +28.9% |
| Q1 2022 | $5,100,000 | -30.0% | 128,488 | -29.4% | 0.41% | -29.5% |
| Q4 2021 | $7,286,000 | +13.8% | 181,973 | +2.3% | 0.58% | +10.7% |
| Q3 2021 | $6,400,000 | +15.4% | 177,827 | +17.0% | 0.52% | +14.7% |
| Q2 2021 | $5,546,000 | -0.9% | 152,022 | -5.1% | 0.46% | -8.8% |
| Q1 2021 | $5,599,000 | -12.6% | 160,181 | -18.9% | 0.50% | -19.0% |
| Q4 2020 | $6,409,000 | -0.3% | 197,628 | -9.0% | 0.62% | -11.1% |
| Q3 2020 | $6,430,000 | +488.3% | 217,070 | +471.7% | 0.69% | +381.9% |
| Q2 2020 | $1,093,000 | +9.4% | 37,966 | -2.1% | 0.14% | -11.7% |
| Q1 2020 | $999,000 | -94.1% | 38,766 | -92.2% | 0.16% | -94.5% |
| Q4 2019 | $17,001,000 | +12.9% | 499,141 | +11.4% | 2.97% | +21.9% |
| Q3 2019 | $15,054,000 | +8.0% | 448,180 | +3.4% | 2.43% | +10.0% |
| Q2 2019 | $13,936,000 | +43.0% | 433,345 | +41.5% | 2.21% | +28.7% |
| Q1 2019 | $9,745,000 | -31.8% | 306,336 | -38.5% | 1.72% | -43.0% |
| Q4 2018 | $14,283,000 | +158.9% | 498,021 | +176.5% | 3.02% | +65.4% |
| Q3 2018 | $5,516,000 | -26.1% | 180,117 | -28.2% | 1.82% | +3.9% |
| Q2 2018 | $7,469,000 | – | 250,835 | – | 1.75% | – |
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% |