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 | $4,732,174 | -6.7% | 139,675 | +1.0% | 1.86% | -3.2% |
| Q2 2023 | $5,071,714 | -0.9% | 138,307 | +0.8% | 1.92% | -5.6% |
| Q1 2023 | $5,116,956 | -1.1% | 137,257 | +0.9% | 2.03% | -6.5% |
| Q4 2022 | $5,175,146 | +12.3% | 136,045 | +0.9% | 2.17% | +5.3% |
| Q3 2022 | $4,607,000 | -8.6% | 134,872 | +0.8% | 2.06% | -5.6% |
| Q2 2022 | $5,042,000 | -4.4% | 133,838 | +0.7% | 2.18% | +5.1% |
| Q1 2022 | $5,276,000 | -0.1% | 132,931 | +0.8% | 2.08% | +1.0% |
| Q4 2021 | $5,281,000 | +11.9% | 131,902 | +0.6% | 2.06% | +9.3% |
| Q3 2021 | $4,718,000 | -0.7% | 131,102 | +0.7% | 1.88% | +4.9% |
| Q2 2021 | $4,751,000 | +5.1% | 130,243 | +0.7% | 1.79% | -0.1% |
| Q1 2021 | $4,522,000 | +8.6% | 129,372 | +0.8% | 1.80% | +6.4% |
| Q4 2020 | $4,162,000 | +10.5% | 128,334 | +0.9% | 1.69% | +14.4% |
| Q3 2020 | $3,767,000 | +3.9% | 127,189 | +0.9% | 1.48% | -10.4% |
| Q2 2020 | $3,626,000 | +12.9% | 126,015 | +1.1% | 1.65% | -0.8% |
| Q1 2020 | $3,212,000 | -23.9% | 124,655 | +0.6% | 1.66% | -13.2% |
| Q4 2019 | $4,218,000 | – | 123,854 | – | 1.91% | – |
Download | ||||||
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% |