Geneos Wealth Management Inc. - LEGG MASON ETF INVT TR ownership

LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 72 filers reported holding LEGG MASON ETF INVT TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of LEGG MASON ETF INVT TR
ValueSharesWeighting
Q3 2023$161,675
-43.5%
4,772
-36.3%
0.01%
-42.9%
Q2 2022$286,000
+3.6%
7,495
+7.5%
0.01%
+16.7%
Q1 2022$276,000
+73.6%
6,970
+75.1%
0.01%
+100.0%
Q4 2021$159,000
+10.4%
3,9800.0%0.01%0.0%
Q3 2021$144,000
-1.4%
3,9800.0%0.01%0.0%
Q2 2021$146,000
+1.4%
3,9800.0%0.01%
+50.0%
Q1 2021$144,000
+25.2%
3,980
+20.8%
0.00%
-20.0%
Q4 2020$115,000
+19.8%
3,2960.0%0.01%0.0%
Q3 2020$96,000
+5.5%
3,2960.0%0.01%0.0%
Q2 2020$91,000
+8.3%
3,2960.0%0.01%
-16.7%
Q1 2020$84,000
-22.9%
3,296
+3.1%
0.01%0.0%
Q4 2019$109,000
+1.9%
3,1960.0%0.01%0.0%
Q3 2019$107,000
+3466.7%
3,196
+3096.0%
0.01%
Q2 2019$3,0000.0%1000.0%0.00%
Q1 2019$3,000
+50.0%
1000.0%0.00%
Q4 2018$2,000
-33.3%
1000.0%0.00%
Q3 2018$3,000
+50.0%
1000.0%0.00%
Q2 2018$2,0001000.00%
Other shareholders
LEGG MASON ETF INVT TR shareholders Q3 2021
NameSharesValueWeighting ↓
CX Institutional 498,021$14,283,0003.02%
QS Investors, LLC 6,600,002$189,289,0002.44%
Financial Engines Advisors L.L.C. 4,470,598$128,217,0000.89%
Patriot Financial Group Insurance Agency, LLC 35,427$1,016,0000.67%
HOWE & RUSLING INC 93,759$2,689,0000.57%
Andesa Financial Management Inc. 15,120$433,0000.52%
IFG Advisory, LLC 66,392$1,842,0000.43%
Sound View Wealth Advisors, LLC 41,561$1,192,0000.43%
MONEYWISE, INC. 7,493$215,0000.20%
Private Advisor Group, LLC 271,745$7,794,0000.19%
View complete list of LEGG MASON ETF INVT TR shareholders