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 | $10,496 | +16.0% | 385,042 | +15.7% | 0.06% | +16.0% |
| Q2 2023 | $9,052 | +137.8% | 332,923 | +135.8% | 0.05% | +85.2% |
| Q1 2023 | $3,806 | +42.9% | 141,160 | +35.4% | 0.03% | +58.8% |
| Q4 2022 | $2,664 | -99.7% | 104,248 | +168.9% | 0.02% | +142.9% |
| Q3 2022 | $935,000 | +33.2% | 38,763 | +41.4% | 0.01% | +40.0% |
| Q2 2022 | $702,000 | +78.6% | 27,409 | +87.9% | 0.01% | +66.7% |
| Q1 2022 | $393,000 | -32.1% | 14,590 | -33.2% | 0.00% | -25.0% |
| Q4 2021 | $579,000 | -73.5% | 21,843 | -74.4% | 0.00% | -76.5% |
| Q3 2021 | $2,183,000 | +51.5% | 85,407 | +52.7% | 0.02% | +41.7% |
| Q2 2021 | $1,441,000 | – | 55,937 | – | 0.01% | – |
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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% |