LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 51 filers reported holding LEGG MASON ETF INVT TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $307,393 | +588.8% | 9,073 | +645.5% | 0.00% | – |
Q2 2023 | $44,627 | +941.0% | 1,217 | +958.3% | 0.00% | – |
Q1 2023 | $4,287 | -92.8% | 115 | -92.7% | 0.00% | – |
Q4 2022 | $59,913 | +11.0% | 1,575 | 0.0% | 0.00% | – |
Q3 2022 | $54,000 | -8.5% | 1,575 | 0.0% | 0.00% | – |
Q2 2022 | $59,000 | +1080.0% | 1,575 | +1269.6% | 0.00% | – |
Q1 2022 | $5,000 | -66.7% | 115 | -74.4% | 0.00% | – |
Q4 2020 | $15,000 | -37.5% | 450 | -43.8% | 0.00% | – |
Q3 2020 | $24,000 | +4.3% | 800 | 0.0% | 0.00% | – |
Q2 2020 | $23,000 | +9.5% | 800 | 0.0% | 0.00% | – |
Q1 2020 | $21,000 | -22.2% | 800 | 0.0% | 0.00% | – |
Q4 2019 | $27,000 | 0.0% | 800 | 0.0% | 0.00% | – |
Q3 2019 | $27,000 | +3.8% | 800 | 0.0% | 0.00% | – |
Q2 2019 | $26,000 | +4.0% | 800 | 0.0% | 0.00% | – |
Q1 2019 | $25,000 | +8.7% | 800 | -0.6% | 0.00% | – |
Q4 2018 | $23,000 | -55.8% | 805 | -52.1% | 0.00% | – |
Q3 2018 | $52,000 | – | 1,682 | – | 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% |