LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 1 filers reported holding LEGG MASON ETF INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,105,370 | +9.5% | 112,940 | +2.0% | 0.60% | -3.4% |
| Q3 2023 | $3,750,309 | +87197.7% | 110,694 | -5.5% | 0.62% | -11.5% |
| Q2 2023 | $4,296 | -0.6% | 117,153 | +1.0% | 0.70% | -9.6% |
| Q1 2023 | $4,323 | -99.9% | 115,967 | -35.1% | 0.78% | -43.6% |
| Q4 2022 | $6,801,660 | +8.6% | 178,803 | -2.5% | 1.38% | -12.8% |
| Q3 2022 | $6,262,000 | -20.5% | 183,315 | -12.4% | 1.58% | -12.5% |
| Q2 2022 | $7,880,000 | -16.0% | 209,165 | -11.5% | 1.81% | -1.5% |
| Q1 2022 | $9,383,000 | -10.0% | 236,407 | -9.2% | 1.84% | +3.8% |
| Q4 2021 | $10,425,000 | -60.3% | 260,363 | -64.3% | 1.77% | -60.5% |
| Q3 2021 | $26,235,000 | -3.6% | 728,941 | -2.3% | 4.48% | +0.4% |
| Q2 2021 | $27,223,000 | +8.0% | 746,269 | +3.5% | 4.47% | +5.3% |
| Q1 2021 | $25,215,000 | +17.0% | 721,349 | +8.6% | 4.24% | +18.7% |
| Q4 2020 | $21,547,000 | +12.9% | 664,407 | +3.1% | 3.58% | +4.4% |
| Q3 2020 | $19,084,000 | – | 644,300 | – | 3.42% | – |
Download | ||||||
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% |