Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / Western Asset Total Return ETF
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Number of holders
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21
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Total 13F shares, excl. options
-
1.29M
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Shares change
-
+394K
-
Total reported value, excl. options
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$26.5M
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Value change
-
+$8.07M
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Number of buys
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10
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Number of sells
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-14
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Price
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$20.49
Significant Holders of Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) as of Q2 2023
26 filings reported holding WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF as of Q2 2023.
Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.29M shares
.
Largest 10 shareholders include LPL Financial LLC (468K shares), MORGAN STANLEY (174K shares), Landmark Wealth Management, LLC (153K shares), Allworth Financial LP (96.2K shares), Bank of New York Mellon Corp (68.3K shares), MERCER GLOBAL ADVISORS INC /ADV (54.1K shares), Arden Trust Co (50.6K shares), Royal Bank of Canada (41.7K shares), ENVESTNET ASSET MANAGEMENT INC (41.2K shares), and CITADEL ADVISORS LLC (38.6K shares).
This table shows the top 21 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.