LEGG MASON ETF INVT TR's ticker is WBND and the CUSIP is 52468L810.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $484 | -56.4% | 24,957 | -53.9% | 0.00% | -50.0% |
| Q2 2023 | $1,109 | -19.2% | 54,141 | -18.1% | 0.00% | -33.3% |
| Q1 2023 | $1,373 | -8.4% | 66,079 | -11.4% | 0.01% | -25.0% |
| Q4 2022 | $1,499 | -100.0% | 74,552 | -58.6% | 0.01% | -61.9% |
| Q3 2022 | $3,487,000 | -12.2% | 180,075 | -4.6% | 0.02% | -12.5% |
| Q2 2022 | $3,971,000 | -29.5% | 188,778 | -23.1% | 0.02% | -27.3% |
| Q1 2022 | $5,633,000 | -75.6% | 245,456 | -72.1% | 0.03% | -76.8% |
| Q4 2021 | $23,055,000 | -3.7% | 878,948 | -1.1% | 0.14% | -15.0% |
| Q3 2021 | $23,949,000 | +5.2% | 888,464 | +6.5% | 0.17% | -4.6% |
| Q2 2021 | $22,757,000 | +12.1% | 834,184 | +10.4% | 0.18% | -5.4% |
| Q1 2021 | $20,292,000 | – | 755,890 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Landmark Wealth Management, LLC | 157,753 | $3,059 | 1.74% |
| Bill Few Associates, Inc. | 20,428 | $396,099 | 0.21% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 34,964 | $677,957 | 0.13% |
| Atria Investments, Inc | 185,752 | $3,601,731 | 0.06% |
| Arden Trust Co | 10,718 | $207,822 | 0.04% |
| Financial Advocates Investment Management | 23,318 | $452,138 | 0.03% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 17,339 | $336,203 | 0.02% |
| Allworth Financial LP | 69,042 | $1,338,719 | 0.01% |
| LPL Financial LLC | 491,434 | $9,528,906 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 24,957 | $484 | 0.00% |