LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 111 filers reported holding LEGG MASON ETF INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $269,638 | -7.8% | 7,527 | -5.2% | 0.01% | -16.7% |
| Q1 2024 | $292,583 | +0.1% | 7,942 | -1.2% | 0.01% | -7.7% |
| Q4 2023 | $292,327 | +7.3% | 8,042 | 0.0% | 0.01% | -7.1% |
| Q3 2023 | $272,463 | -7.6% | 8,042 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $294,900 | -37.9% | 8,042 | -36.9% | 0.02% | -44.4% |
| Q1 2023 | $475,022 | +14.6% | 12,742 | +16.9% | 0.03% | +3.8% |
| Q4 2022 | $414,636 | – | 10,900 | – | 0.03% | – |
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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% |