LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 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 | $471,440 | -2.4% | 13,915 | +5.6% | 0.01% | 0.0% |
| Q2 2023 | $483,127 | -4.5% | 13,175 | -2.9% | 0.01% | -10.0% |
| Q1 2023 | $506,076 | -2.0% | 13,575 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $516,393 | +3.7% | 13,575 | -6.9% | 0.01% | 0.0% |
| Q3 2022 | $498,000 | -26.4% | 14,575 | -18.9% | 0.01% | -21.4% |
| Q2 2022 | $677,000 | -10.9% | 17,975 | -6.1% | 0.01% | +16.7% |
| Q1 2022 | $760,000 | -0.9% | 19,150 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $767,000 | +5.8% | 19,150 | -5.0% | 0.01% | +9.1% |
| Q3 2021 | $725,000 | -1.4% | 20,150 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $735,000 | +4.4% | 20,150 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $704,000 | +25.9% | 20,150 | +16.8% | 0.01% | +20.0% |
| Q4 2020 | $559,000 | -6.8% | 17,250 | -14.8% | 0.01% | -16.7% |
| Q3 2020 | $600,000 | -11.6% | 20,250 | -14.2% | 0.01% | -20.0% |
| Q2 2020 | $679,000 | +11.7% | 23,601 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $608,000 | -19.3% | 23,601 | +6.8% | 0.02% | 0.0% |
| Q4 2019 | $753,000 | -3.3% | 22,101 | -4.7% | 0.02% | -5.9% |
| Q3 2019 | $779,000 | +6.3% | 23,201 | +1.8% | 0.02% | 0.0% |
| Q2 2019 | $733,000 | +0.5% | 22,801 | -0.5% | 0.02% | 0.0% |
| Q1 2019 | $729,000 | +11.5% | 22,905 | +0.4% | 0.02% | -10.5% |
| Q4 2018 | $654,000 | +14.7% | 22,810 | +22.5% | 0.02% | +35.7% |
| Q3 2018 | $570,000 | +31.6% | 18,626 | +28.4% | 0.01% | +7.7% |
| Q2 2018 | $433,000 | – | 14,506 | – | 0.01% | – |
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% |