LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 41 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,638 | -32.0% | 1,189 | -28.8% | 0.03% | -35.6% |
| Q2 2023 | $90,627 | +13.9% | 1,669 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $79,576 | +16.8% | 1,669 | 0.0% | 0.04% | +9.8% |
| Q4 2022 | $68,129 | +3.2% | 1,669 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $66,000 | +6.5% | 1,669 | +12.8% | 0.04% | +7.9% |
| Q2 2022 | $62,000 | +51.2% | 1,479 | +93.6% | 0.04% | +72.7% |
| Q1 2022 | $41,000 | – | 764 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
| Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
| Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
| PFG Advisors | 17,305 | $897,091 | 0.08% |
| Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
| Family Management Corp | 6,414 | $332,502 | 0.08% |
| Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
| FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |