LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $207,165 | -2.6% | 5,649 | -0.9% | 0.09% | -5.1% |
Q1 2023 | $212,625 | -2.0% | 5,703 | -0.0% | 0.10% | -8.3% |
Q4 2022 | $216,980 | +1.4% | 5,704 | +0.2% | 0.11% | +0.9% |
Q2 2022 | $214,000 | -5.3% | 5,690 | +0.1% | 0.11% | +12.6% |
Q1 2022 | $226,000 | -0.9% | 5,687 | 0.0% | 0.10% | +4.4% |
Q4 2021 | $228,000 | +8.6% | 5,687 | -2.4% | 0.09% | +1.1% |
Q3 2021 | $210,000 | -2.8% | 5,828 | -1.7% | 0.09% | +4.7% |
Q2 2021 | $216,000 | +5.9% | 5,929 | +1.4% | 0.09% | -4.4% |
Q1 2021 | $204,000 | -50.6% | 5,846 | -63.5% | 0.09% | -67.5% |
Q1 2020 | $413,000 | – | 16,022 | – | 0.28% | – |
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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% |