LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 106 filers reported holding LEGG MASON ETF INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,186,082 | +13.2% | 182,588 | +22.5% | 0.44% | +14.1% |
| Q2 2023 | $5,466,222 | +131.6% | 149,066 | +135.5% | 0.39% | +129.4% |
| Q1 2023 | $2,359,958 | +195.4% | 63,304 | +201.4% | 0.17% | +183.3% |
| Q4 2022 | $798,935 | +35.0% | 21,003 | +21.3% | 0.06% | +22.4% |
| Q3 2022 | $592,000 | – | 17,319 | – | 0.05% | – |
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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% |