LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 76 filers reported holding LEGG MASON ETF INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $307,444 | -7.1% | 9,075 | +0.5% | 0.03% | -25.6% |
Q2 2023 | $331,102 | -13.2% | 9,029 | -11.7% | 0.04% | -13.3% |
Q1 2023 | $381,246 | -8.6% | 10,227 | -6.8% | 0.04% | -18.2% |
Q4 2022 | $417,222 | +8.9% | 10,968 | -2.2% | 0.06% | -5.2% |
Q3 2022 | $383,000 | +86.8% | 11,220 | +106.2% | 0.06% | +93.3% |
Q2 2022 | $205,000 | -7.7% | 5,440 | -2.7% | 0.03% | +3.4% |
Q1 2022 | $222,000 | -78.5% | 5,589 | -78.4% | 0.03% | -78.8% |
Q4 2021 | $1,034,000 | +5.7% | 25,819 | -5.0% | 0.14% | -2.8% |
Q3 2021 | $978,000 | -5.6% | 27,177 | -4.4% | 0.14% | +11.9% |
Q2 2021 | $1,036,000 | +1972.0% | 28,416 | +1872.0% | 0.13% | +1475.0% |
Q1 2021 | $50,000 | +92.3% | 1,441 | +73.4% | 0.01% | +60.0% |
Q4 2020 | $26,000 | – | 831 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arden Trust Co | 664,407 | $21,547,000 | 3.58% |
QS Investors, LLC | 5,559,407 | $180,292,000 | 2.17% |
Gradient Investments LLC | 1,712,854 | $50,735,000 | 2.15% |
XML Financial, LLC | 249,729 | $8,099,000 | 2.10% |
Sovereign Investment Advisors, LLC | 128,334 | $4,162,000 | 1.69% |
CX Institutional | 197,628 | $6,409,000 | 0.62% |
Financial Engines Advisors L.L.C. | 2,662,535 | $86,871,000 | 0.30% |
IFG Advisory, LLC | 40,093 | $1,300,000 | 0.18% |
Magnus Financial Group LLC | 24,000 | $778,000 | 0.08% |
Atlas Private Wealth Advisors | 3,550 | $115,000 | 0.08% |