LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 47 filers reported holding LEGG MASON ETF INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,293,227 | -17.1% | 391,459 | -13.2% | 11.88% | -2.8% |
| Q2 2023 | $24,484,676 | +13.1% | 450,915 | -0.7% | 12.21% | -3.4% |
| Q1 2023 | $21,654,712 | +16.9% | 454,183 | +0.1% | 12.64% | +23.8% |
| Q4 2022 | $18,522,266 | +7.4% | 453,755 | +4.3% | 10.21% | -18.8% |
| Q3 2022 | $17,243,000 | -4.2% | 435,002 | +0.7% | 12.58% | +5.7% |
| Q2 2022 | $18,003,000 | -36.8% | 431,829 | -18.5% | 11.90% | -52.0% |
| Q1 2022 | $28,504,000 | -22.5% | 530,012 | -12.5% | 24.81% | +6.6% |
| Q4 2021 | $36,797,000 | +12.9% | 605,708 | +4.8% | 23.28% | -25.7% |
| Q3 2021 | $32,602,000 | -3.8% | 577,978 | -4.8% | 31.34% | -0.6% |
| Q2 2021 | $33,888,000 | +21.1% | 606,828 | +9.5% | 31.54% | +3.7% |
| Q1 2021 | $27,985,000 | +13.4% | 554,387 | +12.4% | 30.42% | -1.6% |
| Q4 2020 | $24,669,000 | – | 493,264 | – | 30.93% | – |
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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% |