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 2023 | $33,406 | -30.2% | 986 | -24.5% | 0.00% | – |
| Q2 2023 | $47,891 | -54.0% | 1,306 | -53.2% | 0.00% | – |
| Q1 2023 | $104,012 | +74.3% | 2,790 | +77.8% | 0.00% | – |
| Q4 2022 | $59,685 | -5.3% | 1,569 | -14.9% | 0.00% | – |
| Q3 2022 | $63,000 | +215.0% | 1,844 | +239.0% | 0.00% | – |
| Q2 2022 | $20,000 | -23.1% | 544 | -16.9% | 0.00% | – |
| Q1 2022 | $26,000 | 0.0% | 655 | 0.0% | 0.00% | – |
| Q4 2021 | $26,000 | -25.7% | 655 | -31.9% | 0.00% | – |
| Q3 2021 | $35,000 | +133.3% | 962 | +138.7% | 0.00% | – |
| Q2 2021 | $15,000 | +1400.0% | 403 | +2021.1% | 0.00% | – |
| Q1 2021 | $1,000 | – | 19 | +850.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 2 | -99.9% | 0.00% | – |
| Q2 2020 | $43,000 | +230.8% | 1,492 | +188.6% | 0.00% | – |
| Q1 2020 | $13,000 | – | 517 | – | 0.00% | – |
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% |