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 | $1,107 | -34.9% | 32,681 | -29.6% | 0.01% | -33.3% |
| Q2 2023 | $1,701 | +19.1% | 46,398 | +21.2% | 0.01% | -10.0% |
| Q1 2023 | $1,428 | +9.9% | 38,293 | +12.1% | 0.01% | +11.1% |
| Q4 2022 | $1,299 | -99.8% | 34,153 | +64.7% | 0.01% | +80.0% |
| Q3 2022 | $708,000 | +37.5% | 20,735 | +51.6% | 0.01% | +25.0% |
| Q2 2022 | $515,000 | +0.8% | 13,681 | +6.3% | 0.00% | 0.0% |
| Q1 2022 | $511,000 | +5.8% | 12,876 | +6.7% | 0.00% | +33.3% |
| Q4 2021 | $483,000 | +24.2% | 12,064 | +11.6% | 0.00% | 0.0% |
| Q3 2021 | $389,000 | +13.1% | 10,808 | +14.6% | 0.00% | 0.0% |
| Q2 2021 | $344,000 | +67.8% | 9,429 | +60.5% | 0.00% | +50.0% |
| Q1 2021 | $205,000 | -80.3% | 5,874 | -83.3% | 0.00% | -90.9% |
| Q1 2018 | $1,040,000 | -24.7% | 35,189 | -19.7% | 0.02% | -15.4% |
| Q4 2017 | $1,382,000 | +5.8% | 43,822 | +1.6% | 0.03% | -3.7% |
| Q3 2017 | $1,306,000 | -34.1% | 43,148 | -34.8% | 0.03% | -28.9% |
| Q2 2017 | $1,983,000 | – | 66,135 | – | 0.04% | – |
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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% |