LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 45 filers reported holding LEGG MASON ETF INVT TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $384,000 | +1.6% | 11,260 | 0.0% | 0.34% | -8.5% |
| Q3 2019 | $378,000 | -21.7% | 11,260 | -25.0% | 0.37% | -20.1% |
| Q2 2019 | $483,000 | -49.4% | 15,010 | -50.0% | 0.46% | -2.8% |
| Q1 2019 | $954,000 | +120.3% | 30,020 | +98.5% | 0.47% | -8.7% |
| Q4 2018 | $433,000 | -34.1% | 15,120 | -29.5% | 0.52% | -48.8% |
| Q3 2018 | $657,000 | +148.9% | 21,455 | +142.8% | 1.01% | +136.1% |
| Q2 2018 | $264,000 | -66.0% | 8,835 | -64.2% | 0.43% | -62.8% |
| Q4 2017 | $777,000 | – | 24,713 | – | 1.15% | – |
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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% |