LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 28 filers reported holding LEGG MASON ETF INVT TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $226,126 | -4.9% | 6,312 | -2.2% | 0.02% | -9.5% |
Q1 2024 | $237,710 | -16.8% | 6,453 | -17.9% | 0.02% | -25.0% |
Q4 2023 | $285,594 | -2.1% | 7,856 | -8.7% | 0.03% | -15.2% |
Q3 2023 | $291,598 | -12.3% | 8,606 | -5.1% | 0.03% | -10.8% |
Q2 2023 | $332,363 | +6.9% | 9,064 | +8.7% | 0.04% | -7.5% |
Q1 2023 | $310,934 | -0.7% | 8,340 | +1.3% | 0.04% | -7.0% |
Q4 2022 | $313,103 | +16.0% | 8,230 | +4.2% | 0.04% | +7.5% |
Q3 2022 | $270,000 | +20.5% | 7,897 | +33.0% | 0.04% | +29.0% |
Q2 2022 | $224,000 | +7.7% | 5,939 | +13.1% | 0.03% | +19.2% |
Q1 2022 | $208,000 | -87.7% | 5,250 | -90.2% | 0.03% | -95.1% |
Q4 2017 | $1,693,000 | +5.7% | 53,710 | +2.5% | 0.53% | -13.2% |
Q3 2017 | $1,601,000 | +2.8% | 52,388 | -0.0% | 0.61% | -11.1% |
Q2 2017 | $1,558,000 | +341.4% | 52,402 | +338.3% | 0.68% | +303.6% |
Q1 2017 | $353,000 | – | 11,956 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
QS Investors, LLC | 6,222,077 | $197,925,000 | 2.17% |
CX Institutional | 306,336 | $9,745,000 | 1.72% |
Cornerstone Wealth Group, LLC | 196,804 | $6,260,000 | 1.57% |
Financial Engines Advisors L.L.C. | 4,596,811 | $146,225,000 | 0.80% |
HOWE & RUSLING INC | 96,319 | $3,064,000 | 0.53% |
Andesa Financial Management Inc. | 30,020 | $954,000 | 0.47% |
Sound View Wealth Advisors, LLC | 44,680 | $1,421,000 | 0.44% |
IFG Advisory, LLC | 70,325 | $2,162,000 | 0.41% |
MONEYWISE, INC. | 12,782 | $378,000 | 0.32% |
Private Advisor Group, LLC | 277,574 | $8,827,000 | 0.17% |