LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 1 filers reported holding LEGG MASON ETF INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 3,980 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $144,000 | -1.4% | 3,980 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $146,000 | +1.4% | 3,980 | 0.0% | 0.01% | +50.0% |
| Q1 2021 | $144,000 | +25.2% | 3,980 | +20.8% | 0.00% | -20.0% |
| Q4 2020 | $115,000 | +19.8% | 3,296 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $96,000 | +5.5% | 3,296 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $91,000 | +8.3% | 3,296 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $84,000 | -22.9% | 3,296 | +3.1% | 0.01% | 0.0% |
| Q4 2019 | $109,000 | +1.9% | 3,196 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $107,000 | +3466.7% | 3,196 | +3096.0% | 0.01% | – |
| Q2 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 721,349 | $25,215,000 | 4.24% |
| QS Investors, LLC | 5,483,779 | $191,686,000 | 2.23% |
| XML Financial, LLC | 247,141 | $8,639,000 | 2.11% |
| Sovereign Investment Advisors, LLC | 129,372 | $4,522,000 | 1.80% |
| Gradient Investments LLC | 935,558 | $32,702,000 | 1.06% |
| CX Institutional | 160,181 | $5,599,000 | 0.50% |
| Financial Engines Advisors L.L.C. | 2,519,972 | $88,086,000 | 0.28% |
| Magnus Financial Group LLC | 24,000 | $839,000 | 0.20% |
| IFG Advisory, LLC | 39,506 | $1,380,000 | 0.17% |
| Virtu Financial LLC | 42,816 | $1,496,000 | 0.11% |