LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 65 filers reported holding LEGG MASON ETF INVT TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,108 | -9.6% | 504,950 | -2.2% | 0.04% | -10.3% |
| Q2 2023 | $18,932 | -12.1% | 516,287 | -10.6% | 0.04% | -13.3% |
| Q1 2023 | $21,526 | +3.7% | 577,416 | +5.8% | 0.04% | -10.0% |
| Q4 2022 | $20,756 | -99.9% | 545,657 | +1.4% | 0.05% | +6.4% |
| Q3 2022 | $18,373,000 | -7.2% | 537,859 | +2.3% | 0.05% | -9.6% |
| Q2 2022 | $19,801,000 | +15.5% | 525,648 | +21.7% | 0.05% | +33.3% |
| Q1 2022 | $17,149,000 | +6.9% | 432,087 | +7.9% | 0.04% | +8.3% |
| Q4 2021 | $16,040,000 | +21.2% | 400,602 | +9.0% | 0.04% | +9.1% |
| Q3 2021 | $13,232,000 | +5.9% | 367,677 | +7.3% | 0.03% | +3.1% |
| Q2 2021 | $12,500,000 | +8.0% | 342,659 | +3.5% | 0.03% | -3.0% |
| Q1 2021 | $11,574,000 | +0.7% | 331,137 | -6.5% | 0.03% | -5.7% |
| Q4 2020 | $11,490,000 | +11.4% | 354,329 | +1.7% | 0.04% | 0.0% |
| Q3 2020 | $10,314,000 | +1.4% | 348,239 | -1.5% | 0.04% | -7.9% |
| Q2 2020 | $10,170,000 | +8.8% | 353,412 | -2.6% | 0.04% | -13.6% |
| Q1 2020 | $9,350,000 | -21.0% | 362,835 | +4.5% | 0.04% | -2.2% |
| Q4 2019 | $11,828,000 | +10.9% | 347,280 | +9.4% | 0.04% | 0.0% |
| Q3 2019 | $10,664,000 | +18.3% | 317,500 | +13.3% | 0.04% | +12.5% |
| Q2 2019 | $9,015,000 | +20.3% | 280,319 | +19.0% | 0.04% | +14.3% |
| Q1 2019 | $7,491,000 | +23.8% | 235,519 | +11.7% | 0.04% | +9.4% |
| Q4 2018 | $6,049,000 | -5.0% | 210,938 | +1.4% | 0.03% | +3.2% |
| Q3 2018 | $6,369,000 | -20.8% | 207,970 | -22.7% | 0.03% | -26.2% |
| Q2 2018 | $8,037,000 | +3.0% | 269,028 | +1.9% | 0.04% | 0.0% |
| Q1 2018 | $7,801,000 | +27.9% | 263,921 | +36.5% | 0.04% | +27.3% |
| Q4 2017 | $6,098,000 | – | 193,399 | – | 0.03% | – |
Download | ||||||
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% |