LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 41 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 | $3,519,314 | -4.7% | 67,888 | -0.1% | 0.01% | 0.0% |
| Q2 2023 | $3,691,806 | +20.0% | 67,989 | +5.3% | 0.01% | +25.0% |
| Q1 2023 | $3,077,594 | +17.7% | 64,549 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $2,614,971 | +9.7% | 64,061 | +6.5% | 0.00% | 0.0% |
| Q3 2022 | $2,384,000 | +19.8% | 60,141 | +26.0% | 0.00% | +33.3% |
| Q2 2022 | $1,990,000 | +7.4% | 47,731 | +38.5% | 0.00% | 0.0% |
| Q1 2022 | $1,853,000 | -9.7% | 34,452 | +2.0% | 0.00% | 0.0% |
| Q4 2021 | $2,052,000 | +20.4% | 33,782 | +11.7% | 0.00% | 0.0% |
| Q3 2021 | $1,705,000 | +10.3% | 30,234 | +9.2% | 0.00% | +50.0% |
| Q2 2021 | $1,546,000 | +24.8% | 27,691 | +12.8% | 0.00% | 0.0% |
| Q1 2021 | $1,239,000 | +19.0% | 24,549 | +18.0% | 0.00% | 0.0% |
| Q4 2020 | $1,041,000 | +37.0% | 20,812 | +25.5% | 0.00% | 0.0% |
| Q3 2020 | $760,000 | +19.1% | 16,579 | +6.1% | 0.00% | +100.0% |
| Q2 2020 | $638,000 | – | 15,631 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 431,829 | $18,003,000 | 11.90% |
| AVANTAX ADVISORY SERVICES, INC. | 514,596 | $21,454,000 | 0.32% |
| Corundum Group, Inc. | 8,543 | $356,000 | 0.24% |
| Gladstone Institutional Advisory LLC | 24,614 | $1,026 | 0.08% |
| FLOW TRADERS U.S. LLC | 31,352 | $1,307,000 | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 781,418 | $32,577,000 | 0.06% |
| FinTrust Capital Advisors, LLC | 3,608 | $161,000 | 0.04% |
| Addison Advisors LLC | 1,479 | $62,000 | 0.04% |
| Vestmark Advisory Solutions, Inc. | 11,326 | $472,000 | 0.03% |
| EverSource Wealth Advisors, LLC | 2,557 | $106,000 | 0.03% |