LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 27 filers reported holding LEGG MASON ETF INVT TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,434,738 | +15.5% | 160,389 | +25.1% | 0.00% | +100.0% |
| Q2 2023 | $4,706,867 | +49.3% | 128,184 | +51.6% | 0.00% | 0.0% |
| Q1 2023 | $3,153,135 | +9.4% | 84,580 | +11.6% | 0.00% | 0.0% |
| Q4 2022 | $2,882,000 | -12.3% | 75,761 | -21.5% | 0.00% | 0.0% |
| Q3 2022 | $3,286,000 | +1.9% | 96,482 | +12.7% | 0.00% | 0.0% |
| Q2 2022 | $3,226,000 | +165.5% | 85,634 | +181.8% | 0.00% | – |
| Q1 2022 | $1,215,000 | +29.7% | 30,387 | +31.3% | 0.00% | – |
| Q4 2021 | $937,000 | -16.7% | 23,141 | -26.0% | 0.00% | – |
| Q3 2021 | $1,125,000 | -14.6% | 31,251 | -12.6% | 0.00% | – |
| Q2 2021 | $1,317,000 | +0.9% | 35,765 | -4.2% | 0.00% | – |
| Q1 2021 | $1,305,000 | -89.2% | 37,335 | -90.0% | 0.00% | -100.0% |
| Q4 2020 | $12,098,000 | +10.8% | 372,793 | +1.7% | 0.00% | 0.0% |
| Q3 2020 | $10,915,000 | -1.2% | 366,436 | -4.5% | 0.00% | -20.0% |
| Q2 2020 | $11,045,000 | -7.7% | 383,774 | -17.3% | 0.01% | -16.7% |
| Q1 2020 | $11,968,000 | +35.3% | 464,262 | +77.7% | 0.01% | +50.0% |
| Q4 2019 | $8,843,000 | -14.7% | 261,217 | -15.3% | 0.00% | -20.0% |
| Q3 2019 | $10,366,000 | +12.7% | 308,574 | +8.5% | 0.01% | +25.0% |
| Q2 2019 | $9,199,000 | +51.5% | 284,413 | +49.0% | 0.00% | +33.3% |
| Q1 2019 | $6,071,000 | +12.9% | 190,861 | +1.7% | 0.00% | 0.0% |
| Q4 2018 | $5,377,000 | -4.1% | 187,711 | +2.6% | 0.00% | +50.0% |
| Q3 2018 | $5,604,000 | -20.3% | 183,002 | -22.3% | 0.00% | -33.3% |
| Q2 2018 | $7,035,000 | -29.6% | 235,460 | -29.8% | 0.00% | -40.0% |
| Q1 2018 | $9,991,000 | +32.0% | 335,187 | +39.7% | 0.01% | +66.7% |
| Q4 2017 | $7,567,000 | +128.5% | 239,993 | +119.4% | 0.00% | +50.0% |
| Q3 2017 | $3,312,000 | +19.3% | 109,406 | +18.1% | 0.00% | +100.0% |
| Q2 2017 | $2,777,000 | -44.1% | 92,602 | -44.5% | 0.00% | -66.7% |
| Q1 2017 | $4,964,000 | -46.3% | 166,981 | -48.4% | 0.00% | -40.0% |
| Q4 2016 | $9,241,000 | – | 323,555 | – | 0.01% | – |
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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% |