LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 106 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,325 | +4.8% | 22,058 | +13.4% | 0.01% | 0.0% |
| Q2 2023 | $713,085 | +88.4% | 19,446 | +91.5% | 0.01% | +75.0% |
| Q1 2023 | $378,588 | -73.5% | 10,155 | -72.9% | 0.00% | -69.2% |
| Q4 2022 | $1,426,538 | -99.8% | 37,501 | -15.6% | 0.01% | +62.5% |
| Q3 2022 | $759,759,000 | – | 44,432 | – | 0.01% | – |
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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% |