Asset Dedication, LLC - LEGG MASON ETF INVT TR ownership

LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 76 filers reported holding LEGG MASON ETF INVT TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of LEGG MASON ETF INVT TR
ValueSharesWeighting
Q1 2023$20.0%440.0%0.00%
Q4 2022$2
-99.9%
440.0%0.00%
Q3 2022$2,0000.0%440.0%0.00%
Q2 2022$2,0000.0%440.0%0.00%
Q1 2022$2,0000.0%440.0%0.00%
Q4 2021$2,0000.0%440.0%0.00%
Q3 2021$2,0000.0%440.0%0.00%
Q2 2021$2,000440.00%
Other shareholders
LEGG MASON ETF INVT TR shareholders Q2 2021
NameSharesValueWeighting ↓
Arden Trust Co 664,407$21,547,0003.58%
QS Investors, LLC 5,559,407$180,292,0002.17%
Gradient Investments LLC 1,712,854$50,735,0002.15%
XML Financial, LLC 249,729$8,099,0002.10%
Sovereign Investment Advisors, LLC 128,334$4,162,0001.69%
CX Institutional 197,628$6,409,0000.62%
Financial Engines Advisors L.L.C. 2,662,535$86,871,0000.30%
IFG Advisory, LLC 40,093$1,300,0000.18%
Magnus Financial Group LLC 24,000$778,0000.08%
Atlas Private Wealth Advisors 3,550$115,0000.08%
View complete list of LEGG MASON ETF INVT TR shareholders