LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 98 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,098,103 | -24.0% | 39,700 | -25.1% | 0.16% | -32.9% |
| Q3 2023 | $1,444,617 | +71986.7% | 52,994 | -28.1% | 0.24% | -27.1% |
| Q2 2023 | $2,004 | -21.2% | 73,727 | -21.8% | 0.33% | -28.3% |
| Q1 2023 | $2,542 | -99.9% | 94,285 | -18.7% | 0.46% | -23.8% |
| Q4 2022 | $2,962,908 | +30.0% | 115,965 | +22.6% | 0.60% | +4.3% |
| Q3 2022 | $2,280,000 | -5.8% | 94,559 | +0.1% | 0.58% | +3.8% |
| Q2 2022 | $2,421,000 | -22.1% | 94,426 | -18.1% | 0.56% | -8.7% |
| Q1 2022 | $3,108,000 | +439.6% | 115,320 | +430.9% | 0.61% | +521.4% |
| Q4 2021 | $576,000 | -71.7% | 21,720 | -72.7% | 0.10% | -71.8% |
| Q3 2021 | $2,036,000 | +9.4% | 79,656 | +10.3% | 0.35% | +14.1% |
| Q2 2021 | $1,861,000 | +10.9% | 72,221 | +9.2% | 0.30% | +8.2% |
| Q1 2021 | $1,678,000 | +20.9% | 66,145 | +11.5% | 0.28% | +22.6% |
| Q4 2020 | $1,388,000 | +3.4% | 59,303 | -2.9% | 0.23% | -4.6% |
| Q3 2020 | $1,343,000 | – | 61,087 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 87,209 | $2,363,369 | 4.23% |
| First Capital Advisors Group, LLC. | 300,340 | $8,097,182 | 2.60% |
| Cedar Mountain Advisors, LLC | 284,164 | $7,661,061 | 2.30% |
| TCWP LLC | 239,042 | $6,444,572 | 1.22% |
| Csenge Advisory Group | 552,281 | $14,889,494 | 1.08% |
| Financial Architects, Inc | 223,779 | $6,033,087 | 0.97% |
| Bard Financial Services, Inc. | 442,557 | $11,931,346 | 0.96% |
| SkyView Investment Advisors, LLC | 150,170 | $4,049 | 0.95% |
| Cornerstone Wealth Group, LLC | 146,326 | $3,944,949 | 0.70% |
| Arden Trust Co | 94,285 | $2,542 | 0.46% |