LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 65 filers reported holding LEGG MASON ETF INVT TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,402,120 | -40.6% | 41,386 | -35.7% | 0.00% | -33.3% |
Q2 2023 | $2,358,810 | +0.0% | 64,326 | +1.7% | 0.00% | 0.0% |
Q1 2023 | $2,358,747 | +2.2% | 63,269 | +4.3% | 0.00% | 0.0% |
Q4 2022 | $2,307,225 | +98.2% | 60,654 | +78.0% | 0.00% | +50.0% |
Q3 2022 | $1,164,000 | +32.7% | 34,066 | +46.2% | 0.00% | +100.0% |
Q2 2022 | $877,000 | +8.7% | 23,294 | +14.6% | 0.00% | 0.0% |
Q1 2022 | $807,000 | +125.4% | 20,321 | +127.3% | 0.00% | – |
Q4 2021 | $358,000 | +14.0% | 8,940 | +2.5% | 0.00% | – |
Q3 2021 | $314,000 | +4.7% | 8,719 | +6.0% | 0.00% | – |
Q2 2021 | $300,000 | +4.5% | 8,224 | +0.3% | 0.00% | – |
Q1 2021 | $287,000 | -4.7% | 8,197 | -21.7% | 0.00% | -100.0% |
Q2 2020 | $301,000 | +14.9% | 10,464 | +4.0% | 0.00% | 0.0% |
Q1 2020 | $262,000 | -48.2% | 10,059 | -32.7% | 0.00% | 0.0% |
Q4 2019 | $506,000 | +49.3% | 14,943 | +48.0% | 0.00% | 0.0% |
Q3 2019 | $339,000 | +46.1% | 10,097 | +39.4% | 0.00% | 0.0% |
Q2 2019 | $232,000 | – | 7,245 | – | 0.00% | – |
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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% |