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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,209 | +11.0% | 8,555 | +10.7% | 0.03% | +14.8% |
| Q2 2023 | $210,043 | -16.0% | 7,725 | -16.7% | 0.03% | -20.6% |
| Q1 2023 | $250,054 | +3.3% | 9,275 | -2.1% | 0.03% | 0.0% |
| Q4 2022 | $242,086 | +6.2% | 9,475 | +0.3% | 0.03% | -2.9% |
| Q3 2022 | $228,000 | -5.8% | 9,450 | 0.0% | 0.04% | -5.4% |
| Q2 2022 | $242,000 | -5.1% | 9,450 | 0.0% | 0.04% | +5.7% |
| Q1 2022 | $255,000 | – | 9,450 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 87,209 | $2,363,369 | 4.23% |
| First Capital Advisors Group, LLC. | 300,340 | $8,097,182 | 2.60% |
| Cedar Mountain Advisors, LLC | 284,164 | $7,661,061 | 2.30% |
| TCWP LLC | 239,042 | $6,444,572 | 1.22% |
| Csenge Advisory Group | 552,281 | $14,889,494 | 1.08% |
| Financial Architects, Inc | 223,779 | $6,033,087 | 0.97% |
| Bard Financial Services, Inc. | 442,557 | $11,931,346 | 0.96% |
| SkyView Investment Advisors, LLC | 150,170 | $4,049 | 0.95% |
| Cornerstone Wealth Group, LLC | 146,326 | $3,944,949 | 0.70% |
| Arden Trust Co | 94,285 | $2,542 | 0.46% |