LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,983 | -7.6% | 944 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $34,616 | -1.6% | 944 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,192 | -2.0% | 944 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $35,910 | +12.2% | 944 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $32,000 | -11.1% | 944 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $36,000 | -2.7% | 944 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $37,000 | -2.6% | 944 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +11.8% | 944 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | 0.0% | 944 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +25.9% | 944 | +5.0% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | +3.8% | 899 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 890 | +1.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -23.3% | 881 | +0.7% | 0.00% | -33.3% |
| Q4 2019 | $30,000 | -84.2% | 875 | -84.6% | 0.00% | -82.4% |
| Q3 2019 | $190,000 | – | 5,667 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 615,775 | $21,035,000 | 2.17% |
| Sovereign Investment Advisors, LLC | 134,872 | $4,607,000 | 2.06% |
| Arden Trust Co | 183,315 | $6,262,000 | 1.58% |
| XML Financial, LLC | 293,065 | $10,011,000 | 1.39% |
| HBW ADVISORY SERVICES LLC | 55,797 | $1,906,000 | 0.53% |
| CX Institutional | 198,990 | $6,797,000 | 0.47% |
| CFS Investment Advisory Services, LLC | 423,220 | $1,807,000 | 0.42% |
| 360 Financial, Inc. | 16,084 | $549,000 | 0.36% |
| Financial Engines Advisors L.L.C. | 1,318,936 | $45,054,000 | 0.15% |
| IFG Advisory, LLC | 37,883 | $1,294,000 | 0.12% |