LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,316 | -7.6% | 10,517 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $385,658 | -1.6% | 10,517 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $392,074 | -2.0% | 10,517 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $400,067 | +11.4% | 10,517 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $359,000 | -9.3% | 10,517 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $396,000 | -5.3% | 10,517 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $418,000 | -0.7% | 10,517 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $421,000 | +11.4% | 10,517 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $378,000 | -1.6% | 10,517 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | – | 10,517 | – | 0.00% | – |
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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% |