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 2023 | $202,261 | -7.5% | 5,970 | +0.1% | 0.02% | -10.5% |
| Q2 2023 | $218,735 | -11.3% | 5,965 | -9.8% | 0.02% | -17.4% |
| Q1 2023 | $246,586 | -6.6% | 6,614 | -4.7% | 0.02% | -14.8% |
| Q4 2022 | $263,931 | -44.8% | 6,938 | -50.5% | 0.03% | 0.0% |
| Q3 2022 | $478,000 | -82.7% | 14,007 | -80.9% | 0.03% | -82.9% |
| Q2 2022 | $2,756,000 | -5.2% | 73,240 | +0.0% | 0.16% | +12.1% |
| Q1 2022 | $2,906,000 | +1039.6% | 73,209 | +1046.4% | 0.14% | +464.0% |
| Q4 2021 | $255,000 | +6.2% | 6,386 | -3.0% | 0.02% | 0.0% |
| Q2 2021 | $240,000 | -9.4% | 6,586 | -13.2% | 0.02% | -30.6% |
| Q1 2021 | $265,000 | -2.9% | 7,586 | -9.8% | 0.04% | -10.0% |
| Q4 2020 | $273,000 | +7.5% | 8,409 | -1.8% | 0.04% | -2.4% |
| Q3 2020 | $254,000 | -25.9% | 8,559 | -28.2% | 0.04% | -33.9% |
| Q2 2020 | $343,000 | -0.6% | 11,920 | -11.2% | 0.06% | -21.5% |
| Q1 2020 | $345,000 | -24.5% | 13,420 | 0.0% | 0.08% | +14.5% |
| Q4 2019 | $457,000 | +68.0% | 13,420 | +64.0% | 0.07% | +21.1% |
| Q3 2019 | $272,000 | – | 8,184 | – | 0.06% | – |
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% |