Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / WESTN AST SHRT
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Number of holders
-
11
-
Total 13F shares, excl. options
-
374K
-
Shares change
-
+118K
-
Total reported value, excl. options
-
$9.09M
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Value change
-
+$2.87M
-
Number of buys
-
4
-
Number of sells
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-7
-
Price
-
$24.35
Significant Holders of LEGG MASON ETF INVT - WESTN AST SHRT (WINC) as of Q3 2024
12 filings reported holding WINC - LEGG MASON ETF INVT - WESTN AST SHRT as of Q3 2024.
LEGG MASON ETF INVT - WESTN AST SHRT (WINC) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 374K shares
.
Largest 10 shareholders include Integrated Wealth Concepts LLC (104K shares), LPL Financial LLC (92.7K shares), Encompass More Asset Management (80.5K shares), CHOREO, LLC (27K shares), Per Stirling Capital Management, LLC. (24K shares), CITADEL ADVISORS LLC (17K shares), JANE STREET GROUP, LLC (13.3K shares), Financial Advocates Investment Management (8.58K shares), Allworth Financial LP (6.22K shares), and OSAIC HOLDINGS, INC. (127 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.