LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 45 filers reported holding LEGG MASON ETF INVT TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,223 | -21.6% | 5,951 | -20.3% | 0.01% | -28.6% |
| Q1 2023 | $278,332 | +4.6% | 7,466 | +6.7% | 0.01% | 0.0% |
| Q4 2022 | $266,128 | +13.7% | 6,996 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $234,000 | +3.1% | 6,846 | +19.5% | 0.01% | +40.0% |
| Q1 2022 | $227,000 | -8.8% | 5,730 | -8.0% | 0.01% | -16.7% |
| Q4 2021 | $249,000 | +11.2% | 6,230 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $224,000 | -1.3% | 6,230 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $227,000 | +4.1% | 6,230 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $218,000 | +7.9% | 6,230 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $202,000 | -50.4% | 6,230 | -54.6% | 0.01% | -53.8% |
| Q3 2020 | $407,000 | +2.3% | 13,730 | -0.7% | 0.01% | -7.1% |
| Q2 2020 | $398,000 | +11.8% | 13,830 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $356,000 | -17.0% | 13,830 | +9.9% | 0.02% | -5.9% |
| Q4 2019 | $429,000 | +376.7% | 12,581 | +330.4% | 0.02% | +325.0% |
| Q3 2018 | $90,000 | -17.4% | 2,923 | -20.8% | 0.00% | -20.0% |
| Q1 2018 | $109,000 | +23.9% | 3,691 | +31.7% | 0.01% | +25.0% |
| Q4 2017 | $88,000 | – | 2,803 | – | 0.00% | – |
Download | ||||||
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% |