Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Western Asset Total Return ETF
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
1,900,740
-
Shares change
-
+426,833
-
Total reported value, excl. options
-
$39,306,757
-
Value change
-
+$8,861,517
-
Number of buys
-
13
-
Number of sells
-
-7
-
Price
-
$20.68
Significant Holders of Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) as of Q4 2023
23 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 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,900,740 shares
.
Largest 10 shareholders include LPL Financial LLC (529,807 shares), JPMORGAN CHASE & CO (300,211 shares), Atria Investments, Inc (230,987 shares), Allworth Financial LP (215,654 shares), Landmark Wealth Management, LLC (162,854 shares), Bank of New York Mellon Corp (120,813 shares), MORGAN STANLEY (76,094 shares), CARY STREET PARTNERS ASSET MANAGEMENT LLC (62,948 shares), ROYAL BANK OF CANADA (45,853 shares), and JANE STREET GROUP, LLC (41,600 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.