LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 86 filers reported holding LEGG MASON ETF INVT TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $501,089 | -13.4% | 13,988 | -11.0% | 0.04% | -18.2% |
| Q1 2024 | $578,720 | -21.1% | 15,709 | -22.2% | 0.04% | -17.0% |
| Q4 2023 | $733,907 | +7.3% | 20,190 | 0.0% | 0.05% | -23.2% |
| Q3 2023 | $684,037 | -10.4% | 20,190 | -3.0% | 0.07% | +1.5% |
| Q2 2023 | $763,139 | -1.6% | 20,811 | 0.0% | 0.07% | -10.5% |
| Q1 2023 | $775,834 | -2.0% | 20,811 | 0.0% | 0.08% | -7.3% |
| Q4 2022 | $791,825 | -15.3% | 20,811 | -24.0% | 0.08% | -29.3% |
| Q3 2022 | $935,000 | +124.8% | 27,367 | +125.4% | 0.12% | -78.4% |
| Q4 2019 | $416,000 | – | 12,140 | – | 0.54% | – |
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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% |