LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,575 | +90.5% | 20,796 | +106.2% | 0.10% | +84.2% |
| Q2 2023 | $369,829 | +19.8% | 10,085 | +21.8% | 0.06% | +9.6% |
| Q1 2023 | $308,649 | -1.1% | 8,279 | +0.9% | 0.05% | -7.1% |
| Q4 2022 | $312,152 | +11.5% | 8,205 | +0.3% | 0.06% | -1.8% |
| Q3 2022 | $280,000 | -7.6% | 8,182 | +1.7% | 0.06% | 0.0% |
| Q2 2022 | $303,000 | -15.1% | 8,042 | -9.8% | 0.06% | +1.8% |
| Q4 2021 | $357,000 | +45.1% | 8,913 | +30.3% | 0.06% | +30.2% |
| Q3 2021 | $246,000 | – | 6,841 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CX Institutional | 498,021 | $14,283,000 | 3.02% |
| QS Investors, LLC | 6,600,002 | $189,289,000 | 2.44% |
| Financial Engines Advisors L.L.C. | 4,470,598 | $128,217,000 | 0.89% |
| Patriot Financial Group Insurance Agency, LLC | 35,427 | $1,016,000 | 0.67% |
| HOWE & RUSLING INC | 93,759 | $2,689,000 | 0.57% |
| Andesa Financial Management Inc. | 15,120 | $433,000 | 0.52% |
| IFG Advisory, LLC | 66,392 | $1,842,000 | 0.43% |
| Sound View Wealth Advisors, LLC | 41,561 | $1,192,000 | 0.43% |
| MONEYWISE, INC. | 7,493 | $215,000 | 0.20% |
| Private Advisor Group, LLC | 271,745 | $7,794,000 | 0.19% |