LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 34 filers reported holding LEGG MASON ETF INVT TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $968,285 | -7.0% | 28,580 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,041,005 | +0.8% | 28,388 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $1,032,420 | +2.5% | 27,694 | +4.5% | 0.00% | 0.0% |
| Q4 2022 | $1,007,626 | +17.6% | 26,489 | +5.6% | 0.00% | 0.0% |
| Q3 2022 | $857,000 | -11.3% | 25,088 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $966,000 | -3.8% | 25,642 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $1,004,000 | +29.9% | 25,297 | +30.9% | 0.00% | – |
| Q4 2021 | $773,000 | +17.3% | 19,321 | +5.6% | 0.00% | – |
| Q3 2021 | $659,000 | -46.6% | 18,305 | -45.9% | 0.00% | -100.0% |
| Q2 2021 | $1,234,000 | -0.8% | 33,828 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $1,244,000 | -37.6% | 35,605 | -42.0% | 0.00% | 0.0% |
| Q4 2020 | $1,992,000 | +7.6% | 61,433 | -1.9% | 0.00% | 0.0% |
| Q3 2020 | $1,851,000 | -9.1% | 62,638 | -11.5% | 0.00% | -50.0% |
| Q2 2020 | $2,036,000 | -21.0% | 70,746 | -29.3% | 0.00% | 0.0% |
| Q1 2020 | $2,578,000 | -22.4% | 100,046 | +2.7% | 0.00% | 0.0% |
| Q4 2019 | $3,322,000 | +19.8% | 97,443 | +18.1% | 0.00% | 0.0% |
| Q3 2019 | $2,773,000 | +64.7% | 82,541 | +57.7% | 0.00% | +100.0% |
| Q2 2019 | $1,684,000 | +79.9% | 52,353 | +78.4% | 0.00% | 0.0% |
| Q1 2019 | $936,000 | +16.0% | 29,354 | +4.0% | 0.00% | 0.0% |
| Q4 2018 | $807,000 | +5.1% | 28,219 | +12.4% | 0.00% | 0.0% |
| Q3 2018 | $768,000 | -1.8% | 25,116 | -4.1% | 0.00% | 0.0% |
| Q2 2018 | $782,000 | -15.9% | 26,177 | -16.8% | 0.00% | 0.0% |
| Q1 2018 | $930,000 | -43.8% | 31,459 | -40.0% | 0.00% | 0.0% |
| Q4 2017 | $1,654,000 | +4035.0% | 52,453 | +3888.8% | 0.00% | – |
| Q3 2017 | $40,000 | – | 1,315 | – | 0.00% | – |
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% |