LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $105,677 | -8.9% | 2,950 | -6.3% | 0.00% | 0.0% |
Q1 2024 | $116,046 | -7.5% | 3,150 | -8.7% | 0.00% | -50.0% |
Q4 2023 | $125,408 | +10.5% | 3,450 | +3.0% | 0.00% | 0.0% |
Q3 2023 | $113,498 | -41.8% | 3,350 | -37.0% | 0.00% | -33.3% |
Q2 2023 | $195,084 | +35.9% | 5,320 | +38.2% | 0.00% | +50.0% |
Q1 2023 | $143,528 | +0.6% | 3,850 | +2.7% | 0.00% | 0.0% |
Q4 2022 | $142,650 | +11.4% | 3,750 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $128,000 | -9.2% | 3,750 | 0.0% | 0.00% | -33.3% |
Q2 2022 | $141,000 | -5.4% | 3,750 | 0.0% | 0.00% | +50.0% |
Q1 2022 | $149,000 | -0.7% | 3,750 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $150,000 | +7.1% | 3,750 | -3.8% | 0.00% | 0.0% |
Q3 2021 | $140,000 | -1.4% | 3,900 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $142,000 | -100.0% | 3,900 | -65.2% | 0.00% | -33.3% |
Q1 2021 | $392,126,000 | +177332.6% | 11,218 | +65.0% | 0.00% | -40.0% |
Q4 2020 | $221,000 | +6.8% | 6,800 | -2.9% | 0.01% | 0.0% |
Q3 2020 | $207,000 | -4.2% | 7,000 | -6.7% | 0.01% | -16.7% |
Q2 2020 | $216,000 | +11.9% | 7,500 | 0.0% | 0.01% | -14.3% |
Q1 2020 | $193,000 | -19.9% | 7,500 | +5.6% | 0.01% | 0.0% |
Q4 2019 | $241,000 | +21.7% | 7,100 | +20.3% | 0.01% | 0.0% |
Q3 2019 | $198,000 | – | 5,900 | – | 0.01% | – |
Download |
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% |