LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 79 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $456,833 | +131.8% | 13,373 | +155.6% | 0.02% | +137.5% |
| Q2 2022 | $197,119 | -21.3% | 5,233 | -17.1% | 0.01% | -11.1% |
| Q1 2022 | $250,470 | -1.7% | 6,311 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $254,814 | +4.4% | 6,364 | -6.1% | 0.01% | 0.0% |
| Q3 2021 | $244,002 | -1.2% | 6,780 | +0.1% | 0.01% | -10.0% |
| Q2 2021 | $247,050 | -4.9% | 6,772 | -8.9% | 0.01% | -9.1% |
| Q1 2021 | $259,742 | -9.9% | 7,431 | -16.4% | 0.01% | -26.7% |
| Q4 2020 | $288,234 | -48.2% | 8,888 | -52.6% | 0.02% | -53.1% |
| Q3 2020 | $555,932 | -13.2% | 18,769 | -15.6% | 0.03% | -23.8% |
| Q2 2020 | $640,120 | +3.4% | 22,243 | -7.4% | 0.04% | -17.6% |
| Q1 2020 | $619,279 | -35.7% | 24,031 | -15.0% | 0.05% | -25.0% |
| Q4 2019 | $962,596 | +21.9% | 28,262 | +20.2% | 0.07% | +4.6% |
| Q3 2019 | $789,484 | +27.1% | 23,504 | +21.7% | 0.06% | +25.0% |
| Q2 2019 | $621,171 | +6.5% | 19,315 | +5.4% | 0.05% | -5.5% |
| Q1 2019 | $583,173 | +71.4% | 18,333 | +54.5% | 0.06% | +31.0% |
| Q4 2018 | $340,288 | +198.2% | 11,865 | +218.4% | 0.04% | +223.1% |
| Q3 2018 | $114,109 | -12.8% | 3,726 | -14.9% | 0.01% | -27.8% |
| Q2 2018 | $130,853 | +1.1% | 4,380 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $129,473 | +112.8% | 4,380 | +126.9% | 0.02% | +90.0% |
| Q4 2017 | $60,853 | – | 1,930 | – | 0.01% | – |
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% |