LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 1 filers reported holding LEGG MASON ETF INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,629 | -17.3% | 12,858 | -10.5% | 0.01% | -25.0% |
| Q2 2023 | $526,985 | +17.8% | 14,371 | +19.8% | 0.01% | +14.3% |
| Q1 2023 | $447,211 | -17.4% | 11,996 | -15.7% | 0.01% | -22.2% |
| Q4 2022 | $541,271 | +36.7% | 14,229 | +22.6% | 0.01% | +12.5% |
| Q3 2022 | $396,000 | +57.8% | 11,602 | +74.4% | 0.01% | +60.0% |
| Q2 2022 | $251,000 | – | 6,652 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 721,349 | $25,215,000 | 4.24% |
| QS Investors, LLC | 5,483,779 | $191,686,000 | 2.23% |
| XML Financial, LLC | 247,141 | $8,639,000 | 2.11% |
| Sovereign Investment Advisors, LLC | 129,372 | $4,522,000 | 1.80% |
| Gradient Investments LLC | 935,558 | $32,702,000 | 1.06% |
| CX Institutional | 160,181 | $5,599,000 | 0.50% |
| Financial Engines Advisors L.L.C. | 2,519,972 | $88,086,000 | 0.28% |
| Magnus Financial Group LLC | 24,000 | $839,000 | 0.20% |
| IFG Advisory, LLC | 39,506 | $1,380,000 | 0.17% |
| Virtu Financial LLC | 42,816 | $1,496,000 | 0.11% |