LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 102 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,993,861 | -0.6% | 147,398 | +7.6% | 0.00% | 0.0% |
| Q2 2023 | $5,023,123 | +1844.9% | 136,982 | +1877.2% | 0.00% | – |
| Q1 2023 | $258,275 | +197056.5% | 6,928 | +101.7% | 0.00% | – |
| Q4 2022 | $131 | -99.6% | 3,435 | +190.1% | 0.00% | – |
| Q2 2020 | $34,000 | -5.6% | 1,184 | -15.5% | 0.00% | – |
| Q1 2020 | $36,000 | +24.1% | 1,402 | +65.7% | 0.00% | – |
| Q4 2019 | $29,000 | -60.3% | 846 | -62.9% | 0.00% | – |
| Q2 2019 | $73,000 | – | 2,283 | – | 0.00% | – |
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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% |