LEGG MASON ETF INVT TR's ticker is CACG and the CUSIP is 524682101. A total of 40 filers reported holding LEGG MASON ETF INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $256,183 | -3.3% | 6,075 | -13.6% | 0.28% | -10.0% |
| Q1 2023 | $265,047 | -43.1% | 7,032 | -50.0% | 0.31% | -39.2% |
| Q4 2022 | $465,518 | -1.8% | 14,064 | +2.2% | 0.51% | +4.9% |
| Q3 2022 | $474,000 | -0.8% | 13,764 | +3.8% | 0.49% | +15.2% |
| Q2 2022 | $478,000 | -15.1% | 13,264 | +7.3% | 0.42% | -0.2% |
| Q1 2022 | $563,000 | -9.8% | 12,364 | +0.4% | 0.42% | -6.6% |
| Q4 2021 | $624,000 | +1.0% | 12,314 | -3.1% | 0.45% | -9.4% |
| Q3 2021 | $618,000 | -19.9% | 12,714 | -18.3% | 0.50% | -20.1% |
| Q2 2021 | $772,000 | +18.6% | 15,564 | +9.2% | 0.63% | -15.5% |
| Q1 2021 | $651,000 | +3.7% | 14,259 | +0.1% | 0.74% | +1.4% |
| Q4 2020 | $628,000 | +9.8% | 14,251 | -1.4% | 0.73% | +2.1% |
| Q3 2020 | $572,000 | +3.2% | 14,451 | +0.5% | 0.72% | +3.0% |
| Q2 2020 | $554,000 | – | 14,376 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 916,165 | $41,732,000 | 8.17% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 26,221 | $1,194,000 | 1.44% |
| Indie Asset Partners, LLC | 12,364 | $563,000 | 0.42% |
| IRON Financial LLC | 19,805 | $902,000 | 0.42% |
| Atlas Private Wealth Advisors | 6,630 | $302,000 | 0.13% |
| IHT Wealth Management, LLC | 35,896 | $1,635,000 | 0.12% |
| D.A. DAVIDSON & CO. | 194,641 | $8,866,000 | 0.10% |
| Gladstone Institutional Advisory LLC | 18,500 | $843 | 0.06% |
| WEDBUSH SECURITIES INC | 22,785 | $1,038,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 63,484 | $2,894,000 | 0.04% |