LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 102 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,151 | -99.7% | 31,376 | +273.3% | 0.05% | +316.7% |
Q1 2022 | $334,000 | -71.0% | 8,405 | -70.8% | 0.01% | -61.3% |
Q4 2021 | $1,152,000 | +59.6% | 28,752 | +43.3% | 0.03% | +6.9% |
Q3 2021 | $722,000 | +128.5% | 20,063 | +131.8% | 0.03% | +81.2% |
Q2 2021 | $316,000 | +6.8% | 8,655 | -5.2% | 0.02% | -20.0% |
Q4 2020 | $296,000 | – | 9,128 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arden Trust Co | 644,300 | $19,084,000 | 3.42% |
XML Financial, LLC | 241,994 | $7,168,000 | 2.24% |
QS Investors, LLC | 5,605,196 | $166,026,000 | 2.22% |
Gradient Investments LLC | 1,726,320 | $51,134,000 | 2.15% |
Sovereign Investment Advisors, LLC | 127,189 | $3,767,000 | 1.48% |
Virtu Financial LLC | 140,623 | $4,155,000 | 0.71% |
CX Institutional | 217,070 | $6,430,000 | 0.69% |
Financial Engines Advisors L.L.C. | 2,907,234 | $86,112,000 | 0.34% |
IFG Advisory, LLC | 40,969 | $1,213,000 | 0.20% |
Atlas Private Wealth Advisors | 3,550 | $105,000 | 0.09% |