LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $359,000 | +8.5% | 10,591 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $331,000 | +259.8% | 9,849 | +245.9% | 0.00% | +100.0% |
| Q2 2019 | $92,000 | -91.6% | 2,847 | -91.7% | 0.00% | -87.5% |
| Q1 2019 | $1,100,000 | +14.3% | 34,460 | +3.8% | 0.01% | -11.1% |
| Q4 2018 | $962,000 | +3.4% | 33,211 | +9.2% | 0.01% | +12.5% |
| Q3 2018 | $930,000 | +1476.3% | 30,425 | +1415.2% | 0.01% | +700.0% |
| Q2 2018 | $59,000 | 0.0% | 2,008 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $59,000 | +195.0% | 2,008 | +209.9% | 0.00% | – |
| Q4 2017 | $20,000 | +100.0% | 648 | +99.4% | 0.00% | – |
| Q3 2017 | $10,000 | 0.0% | 325 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | – | 325 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 664,407 | $21,547,000 | 3.58% |
| QS Investors, LLC | 5,559,407 | $180,292,000 | 2.17% |
| Gradient Investments LLC | 1,712,854 | $50,735,000 | 2.15% |
| XML Financial, LLC | 249,729 | $8,099,000 | 2.10% |
| Sovereign Investment Advisors, LLC | 128,334 | $4,162,000 | 1.69% |
| CX Institutional | 197,628 | $6,409,000 | 0.62% |
| Financial Engines Advisors L.L.C. | 2,662,535 | $86,871,000 | 0.30% |
| IFG Advisory, LLC | 40,093 | $1,300,000 | 0.18% |
| Magnus Financial Group LLC | 24,000 | $778,000 | 0.08% |
| Atlas Private Wealth Advisors | 3,550 | $115,000 | 0.08% |