LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 106 filers reported holding LEGG MASON ETF INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,497 | -2.8% | 57,718 | +5.2% | 0.07% | 0.0% |
| Q2 2023 | $2,011,569 | +12.4% | 54,856 | +14.3% | 0.07% | +5.7% |
| Q1 2023 | $1,789,572 | +288075.8% | 48,004 | +194.0% | 0.07% | +100.0% |
| Q4 2022 | $621 | -99.8% | 16,327 | +45.4% | 0.04% | +52.2% |
| Q3 2022 | $384,000 | +2460.0% | 11,232 | +2708.0% | 0.02% | +2200.0% |
| Q2 2022 | $15,000 | -6.2% | 400 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | +14.3% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | +7.1% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 615,775 | $21,035,000 | 2.17% |
| Sovereign Investment Advisors, LLC | 134,872 | $4,607,000 | 2.06% |
| Arden Trust Co | 183,315 | $6,262,000 | 1.58% |
| XML Financial, LLC | 293,065 | $10,011,000 | 1.39% |
| HBW ADVISORY SERVICES LLC | 55,797 | $1,906,000 | 0.53% |
| CX Institutional | 198,990 | $6,797,000 | 0.47% |
| CFS Investment Advisory Services, LLC | 423,220 | $1,807,000 | 0.42% |
| 360 Financial, Inc. | 16,084 | $549,000 | 0.36% |
| Financial Engines Advisors L.L.C. | 1,318,936 | $45,054,000 | 0.15% |
| IFG Advisory, LLC | 37,883 | $1,294,000 | 0.12% |