LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 98 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,082,992 | -15.5% | 370,834 | -16.2% | 0.76% | -20.1% |
| Q1 2023 | $11,931,346 | +89907.1% | 442,557 | -14.7% | 0.96% | -15.2% |
| Q4 2022 | $13,256 | -99.9% | 518,807 | +4.8% | 1.13% | +0.6% |
| Q3 2022 | $11,941,000 | -5.5% | 495,065 | +0.4% | 1.12% | -3.0% |
| Q2 2022 | $12,633,000 | +2.6% | 492,900 | +7.9% | 1.15% | +15.2% |
| Q1 2022 | $12,308,000 | +9.0% | 456,700 | +7.2% | 1.00% | +10.0% |
| Q4 2021 | $11,295,000 | +6.6% | 426,050 | +2.8% | 0.91% | -2.9% |
| Q3 2021 | $10,591,000 | +26.4% | 414,350 | +27.4% | 0.94% | +25.7% |
| Q2 2021 | $8,382,000 | +37.5% | 325,350 | +35.4% | 0.75% | +26.2% |
| Q1 2021 | $6,098,000 | +39.5% | 240,350 | +28.7% | 0.59% | +34.9% |
| Q4 2020 | $4,371,000 | – | 186,700 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 64,128 | $1,644,000 | 2.51% |
| Bard Financial Services, Inc. | 492,900 | $12,633,000 | 1.15% |
| Arden Trust Co | 94,426 | $2,421,000 | 0.56% |
| Csenge Advisory Group | 247,094 | $6,333,000 | 0.53% |
| Magnus Financial Group LLC | 34,000 | $871,000 | 0.16% |
| Belpointe Asset Management LLC | 53,933 | $1,382,000 | 0.09% |
| Dynamic Advisor Solutions LLC | 24,381 | $625,000 | 0.05% |
| SMITH, MOORE & CO. | 9,450 | $242,000 | 0.04% |
| Atria Wealth Solutions, Inc. | 48,785 | $1,250,000 | 0.02% |
| Equitable Holdings, Inc. | 46,526 | $1,192,000 | 0.02% |