LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 68 filers reported holding LEGG MASON ETF INVT TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,820 | -0.9% | 6,134 | +7.3% | 0.05% | +1.9% |
Q2 2023 | $209,642 | +4.3% | 5,717 | +6.0% | 0.05% | +1.9% |
Q1 2023 | $201,088 | +8.9% | 5,394 | +11.2% | 0.05% | +4.0% |
Q4 2022 | $184,570 | +23.0% | 4,852 | +10.3% | 0.05% | +8.7% |
Q3 2022 | $150,000 | +5.6% | 4,398 | +16.6% | 0.05% | +7.0% |
Q2 2022 | $142,000 | +6.0% | 3,772 | +11.5% | 0.04% | +13.2% |
Q1 2022 | $134,000 | +21.8% | 3,382 | +23.3% | 0.04% | +15.2% |
Q4 2021 | $110,000 | +44.7% | 2,742 | +30.4% | 0.03% | +26.9% |
Q3 2021 | $76,000 | +4.1% | 2,102 | +4.7% | 0.03% | +4.0% |
Q2 2021 | $73,000 | +40.4% | 2,007 | +34.1% | 0.02% | +25.0% |
Q1 2021 | $52,000 | +6.1% | 1,497 | 0.0% | 0.02% | +5.3% |
Q4 2020 | $49,000 | +28.9% | 1,497 | +18.2% | 0.02% | +5.6% |
Q3 2020 | $38,000 | +5.6% | 1,267 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $36,000 | +89.5% | 1,267 | +74.0% | 0.02% | +50.0% |
Q1 2020 | $19,000 | – | 728 | – | 0.01% | – |
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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% |