LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 81 filers reported holding LEGG MASON ETF INVT TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,435,920 | -84.5% | 42,383 | -83.2% | 0.17% | -83.9% |
Q2 2023 | $9,253,721 | -20.1% | 252,351 | -18.8% | 1.07% | -24.1% |
Q1 2023 | $11,580,778 | +3.7% | 310,643 | +5.8% | 1.41% | +0.4% |
Q4 2022 | $11,172,925 | +11.6% | 293,715 | +0.2% | 1.40% | +1.0% |
Q3 2022 | $10,011,000 | -3.1% | 293,065 | +6.8% | 1.39% | -40.5% |
Q2 2022 | $10,335,000 | -2.7% | 274,347 | +2.6% | 2.34% | +85.0% |
Q1 2022 | $10,617,000 | +1.1% | 267,502 | +2.0% | 1.26% | -0.2% |
Q4 2021 | $10,503,000 | +12.2% | 262,322 | +0.8% | 1.26% | +1.2% |
Q3 2021 | $9,362,000 | +1.3% | 260,123 | +2.7% | 1.25% | -38.5% |
Q2 2021 | $9,243,000 | +7.0% | 253,382 | +2.5% | 2.03% | -3.4% |
Q1 2021 | $8,639,000 | +6.7% | 247,141 | -1.0% | 2.11% | +0.3% |
Q4 2020 | $8,099,000 | +13.0% | 249,729 | +3.2% | 2.10% | -6.2% |
Q3 2020 | $7,168,000 | +15.6% | 241,994 | +12.3% | 2.24% | +3.9% |
Q2 2020 | $6,203,000 | +27.5% | 215,538 | +14.2% | 2.15% | +2.4% |
Q1 2020 | $4,866,000 | -19.7% | 188,806 | +6.1% | 2.10% | -4.6% |
Q4 2019 | $6,061,000 | – | 177,946 | – | 2.20% | – |
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% |