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 | $202,261 | -7.5% | 5,970 | +0.1% | 0.02% | -10.5% |
| Q2 2023 | $218,735 | -11.3% | 5,965 | -9.8% | 0.02% | -17.4% |
| Q1 2023 | $246,586 | -6.6% | 6,614 | -4.7% | 0.02% | -14.8% |
| Q4 2022 | $263,931 | -44.8% | 6,938 | -50.5% | 0.03% | 0.0% |
| Q3 2022 | $478,000 | -82.7% | 14,007 | -80.9% | 0.03% | -82.9% |
| Q2 2022 | $2,756,000 | -5.2% | 73,240 | +0.0% | 0.16% | +12.1% |
| Q1 2022 | $2,906,000 | +1039.6% | 73,209 | +1046.4% | 0.14% | +464.0% |
| Q4 2021 | $255,000 | +6.2% | 6,386 | -3.0% | 0.02% | 0.0% |
| Q2 2021 | $240,000 | -9.4% | 6,586 | -13.2% | 0.02% | -30.6% |
| Q1 2021 | $265,000 | -2.9% | 7,586 | -9.8% | 0.04% | -10.0% |
| Q4 2020 | $273,000 | +7.5% | 8,409 | -1.8% | 0.04% | -2.4% |
| Q3 2020 | $254,000 | -25.9% | 8,559 | -28.2% | 0.04% | -33.9% |
| Q2 2020 | $343,000 | -0.6% | 11,920 | -11.2% | 0.06% | -21.5% |
| Q1 2020 | $345,000 | -24.5% | 13,420 | 0.0% | 0.08% | +14.5% |
| Q4 2019 | $457,000 | +68.0% | 13,420 | +64.0% | 0.07% | +21.1% |
| Q3 2019 | $272,000 | – | 8,184 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 644,300 | $19,084,000 | 3.42% |
| XML Financial, LLC | 241,994 | $7,168,000 | 2.24% |
| QS Investors, LLC | 5,605,196 | $166,026,000 | 2.22% |
| Gradient Investments LLC | 1,726,320 | $51,134,000 | 2.15% |
| Sovereign Investment Advisors, LLC | 127,189 | $3,767,000 | 1.48% |
| Virtu Financial LLC | 140,623 | $4,155,000 | 0.71% |
| CX Institutional | 217,070 | $6,430,000 | 0.69% |
| Financial Engines Advisors L.L.C. | 2,907,234 | $86,112,000 | 0.34% |
| IFG Advisory, LLC | 40,969 | $1,213,000 | 0.20% |
| Atlas Private Wealth Advisors | 3,550 | $105,000 | 0.09% |