LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 102 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,787 | -72.8% | 25,525 | -70.1% | 0.00% | -100.0% |
| Q1 2023 | $3,179,574 | -11.9% | 85,289 | -10.1% | 0.00% | 0.0% |
| Q4 2022 | $3,608,627 | +334.8% | 94,864 | +290.2% | 0.00% | – |
| Q3 2022 | $830,000 | -61.6% | 24,309 | -57.6% | 0.00% | – |
| Q2 2022 | $2,159,000 | -79.0% | 57,325 | -77.9% | 0.00% | -100.0% |
| Q1 2022 | $10,295,000 | +397.8% | 259,373 | +402.3% | 0.00% | – |
| Q4 2021 | $2,068,000 | +11.3% | 51,637 | 0.0% | 0.00% | – |
| Q3 2021 | $1,858,000 | -16.4% | 51,637 | -15.2% | 0.00% | – |
| Q2 2021 | $2,222,000 | +41.5% | 60,923 | +35.6% | 0.00% | – |
| Q1 2021 | $1,570,000 | -35.0% | 44,923 | -39.7% | 0.00% | -100.0% |
| Q4 2020 | $2,416,000 | +387.1% | 74,514 | +345.0% | 0.00% | – |
| Q3 2020 | $496,000 | -36.4% | 16,746 | -38.2% | 0.00% | – |
| Q2 2020 | $780,000 | -21.1% | 27,100 | -29.4% | 0.00% | – |
| Q1 2020 | $989,000 | -24.3% | 38,370 | 0.0% | 0.00% | – |
| Q4 2019 | $1,307,000 | +1.4% | 38,370 | 0.0% | 0.00% | – |
| Q3 2019 | $1,289,000 | +4.5% | 38,370 | 0.0% | 0.00% | – |
| Q2 2019 | $1,234,000 | +1.1% | 38,370 | 0.0% | 0.00% | – |
| Q1 2019 | $1,221,000 | – | 38,370 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 2,870,042 | $109,176,426 | 4.53% |
| ALBION FINANCIAL GROUP /UT | 912,470 | $34,710,355 | 3.35% |
| Sovereign Investment Advisors, LLC | 136,045 | $5,175,146 | 2.17% |
| XML Financial, LLC | 293,715 | $11,172,925 | 1.40% |
| Arden Trust Co | 178,803 | $6,801,660 | 1.38% |
| TAP Consulting, LLC | 102,536 | $3,900,469 | 1.02% |
| Centurion Wealth Management LLC | 32,961 | $1,253,824 | 0.71% |
| ADE, LLC | 22,090 | $840,286 | 0.64% |
| HBW ADVISORY SERVICES LLC | 49,925 | $1,899 | 0.50% |
| CX Institutional | 204,927 | $7,795,422 | 0.47% |