LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -5.3% | 500 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $19,000 | -5.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $20,000 | +17.6% | 500 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $17,000 | -5.6% | 500 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $18,000 | +5.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 500 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $12,000 | -25.0% | 500 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $16,000 | 0.0% | 500 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $16,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | – | 500 | – | 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% |