LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 44 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $54,069 | -4.5% | 1,043 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $56,635 | +13.9% | 1,043 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $49,729 | +16.8% | 1,043 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $42,575 | -5.4% | 1,043 | -2.8% | 0.00% | 0.0% |
Q3 2022 | $45,000 | 0.0% | 1,073 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $45,000 | -30.8% | 1,073 | 0.0% | 0.00% | -25.0% |
Q4 2021 | $65,000 | +6.6% | 1,073 | 0.0% | 0.00% | +100.0% |
Q3 2021 | $61,000 | +52.5% | 1,073 | +49.2% | 0.00% | +100.0% |
Q2 2021 | $40,000 | +11.1% | 719 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $36,000 | – | 719 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
PFG Advisors | 17,305 | $897,091 | 0.08% |
Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
Family Management Corp | 6,414 | $332,502 | 0.08% |
Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |