LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 76 filers reported holding LEGG MASON ETF INVT TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,497 | -2.8% | 57,718 | +5.2% | 0.07% | 0.0% |
| Q2 2023 | $2,011,569 | +12.4% | 54,856 | +14.3% | 0.07% | +5.7% |
| Q1 2023 | $1,789,572 | +288075.8% | 48,004 | +194.0% | 0.07% | +100.0% |
| Q4 2022 | $621 | -99.8% | 16,327 | +45.4% | 0.04% | +52.2% |
| Q3 2022 | $384,000 | +2460.0% | 11,232 | +2708.0% | 0.02% | +2200.0% |
| Q2 2022 | $15,000 | -6.2% | 400 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | +14.3% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | +7.1% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | – | 400 | – | 0.00% | – |
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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% |