LEGG MASON ETF INVT TR's ticker is CACG and the CUSIP is 524682101. A total of 39 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,971 | +11.9% | 5,738 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $216,265 | -1.7% | 5,738 | -10.2% | 0.00% | 0.0% |
| Q3 2022 | $220,000 | -11.6% | 6,388 | -7.6% | 0.00% | 0.0% |
| Q2 2022 | $249,000 | -21.0% | 6,913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $315,000 | -10.0% | 6,913 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $350,000 | +1.4% | 6,913 | -2.5% | 0.00% | 0.0% |
| Q3 2021 | $345,000 | -2.0% | 7,088 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $352,000 | +12.1% | 7,088 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $314,000 | -1.6% | 6,875 | -5.2% | 0.00% | 0.0% |
| Q4 2020 | $319,000 | +19.5% | 7,250 | +7.4% | 0.00% | 0.0% |
| Q3 2020 | $267,000 | +13.1% | 6,750 | +2.3% | 0.00% | 0.0% |
| Q2 2020 | $236,000 | – | 6,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 916,165 | $41,732,000 | 8.17% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 26,221 | $1,194,000 | 1.44% |
| Indie Asset Partners, LLC | 12,364 | $563,000 | 0.42% |
| IRON Financial LLC | 19,805 | $902,000 | 0.42% |
| Atlas Private Wealth Advisors | 6,630 | $302,000 | 0.13% |
| IHT Wealth Management, LLC | 35,896 | $1,635,000 | 0.12% |
| D.A. DAVIDSON & CO. | 194,641 | $8,866,000 | 0.10% |
| Gladstone Institutional Advisory LLC | 18,500 | $843 | 0.06% |
| WEDBUSH SECURITIES INC | 22,785 | $1,038,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 63,484 | $2,894,000 | 0.04% |