LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 121 filers reported holding LEGG MASON ETF INVT TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,987,463 | +0.1% | 134,530 | +0.6% | 0.36% | -3.0% |
| Q1 2024 | $3,982,610 | +3.6% | 133,734 | -3.8% | 0.37% | -33.6% |
| Q4 2023 | $3,843,254 | -6.3% | 138,946 | -7.7% | 0.55% | -24.3% |
| Q3 2023 | $4,101,646 | -0.0% | 150,464 | -0.3% | 0.73% | -2.2% |
| Q2 2023 | $4,103,023 | +4.0% | 150,902 | +3.1% | 0.74% | +6.0% |
| Q1 2023 | $3,944,949 | +28.1% | 146,326 | +21.4% | 0.70% | +20.4% |
| Q4 2022 | $3,080,001 | – | 120,548 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyce & Associates Wealth Consulting, Inc. | 160,133 | $4,746,328 | 5.58% |
| Cedar Mountain Advisors, LLC | 313,804 | $9,301,157 | 2.30% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 98,513 | $2,920,000 | 1.98% |
| Insight Wealth Strategies, LLC | 437,817 | $12,976,890 | 1.85% |
| GG Group Ventures, LLC | 44,727 | $1,327,945 | 1.84% |
| Trademark Financial Management, LLC | 34,587 | $1,025,159 | 0.84% |
| Montis Financial, LLC | 60,378 | $1,789,604 | 0.82% |
| Smart Money Group LLC | 74,333 | $2,275,324 | 0.81% |
| GREAT VALLEY ADVISOR GROUP, INC. | 840,386 | $24,909,007 | 0.70% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 54,088 | $1,603,168 | 0.66% |