LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |