LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |