LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $567,308 | +12.4% | 15,072 | +10.0% | 0.03% | +23.8% |
| Q1 2024 | $504,661 | +29.1% | 13,699 | +27.4% | 0.02% | 0.0% |
| Q4 2023 | $390,811 | -21.0% | 10,751 | -28.3% | 0.02% | -30.0% |
| Q3 2023 | $494,500 | -2.9% | 14,995 | +9.2% | 0.03% | +30.4% |
| Q2 2023 | $509,434 | – | 13,731 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| QS Investors, LLC | 6,222,077 | $197,925,000 | 2.17% |
| CX Institutional | 306,336 | $9,745,000 | 1.72% |
| Cornerstone Wealth Group, LLC | 196,804 | $6,260,000 | 1.57% |
| Financial Engines Advisors L.L.C. | 4,596,811 | $146,225,000 | 0.80% |
| HOWE & RUSLING INC | 96,319 | $3,064,000 | 0.53% |
| Andesa Financial Management Inc. | 30,020 | $954,000 | 0.47% |
| Sound View Wealth Advisors, LLC | 44,680 | $1,421,000 | 0.44% |
| IFG Advisory, LLC | 70,325 | $2,162,000 | 0.41% |
| MONEYWISE, INC. | 12,782 | $378,000 | 0.32% |
| Private Advisor Group, LLC | 277,574 | $8,827,000 | 0.17% |