Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / Western Asset Total Return ETF
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Number of holders
-
20
-
Total 13F shares, excl. options
-
1.78M
-
Shares change
-
+403K
-
Total reported value, excl. options
-
$36.8M
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Value change
-
+$8.36M
-
Number of buys
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12
-
Number of sells
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-6
-
Price
-
$20.68
Significant Holders of Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) as of Q4 2023
22 filings reported holding WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF as of Q4 2023.
Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.78M shares
.
Largest 10 shareholders include LPL Financial LLC (530K shares), JPMORGAN CHASE & CO (300K shares), Atria Investments, Inc (231K shares), Allworth Financial LP (216K shares), Landmark Wealth Management, LLC (163K shares), MORGAN STANLEY (76.1K shares), CARY STREET PARTNERS ASSET MANAGEMENT LLC (62.9K shares), ROYAL BANK OF CANADA (45.9K shares), JANE STREET GROUP, LLC (41.6K shares), and MERCER GLOBAL ADVISORS INC /ADV (31.3K shares).
This table shows the top 20 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.