LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,787 | -72.8% | 25,525 | -70.1% | 0.00% | -100.0% |
| Q1 2023 | $3,179,574 | -11.9% | 85,289 | -10.1% | 0.00% | 0.0% |
| Q4 2022 | $3,608,627 | +334.8% | 94,864 | +290.2% | 0.00% | – |
| Q3 2022 | $830,000 | -61.6% | 24,309 | -57.6% | 0.00% | – |
| Q2 2022 | $2,159,000 | -79.0% | 57,325 | -77.9% | 0.00% | -100.0% |
| Q1 2022 | $10,295,000 | +397.8% | 259,373 | +402.3% | 0.00% | – |
| Q4 2021 | $2,068,000 | +11.3% | 51,637 | 0.0% | 0.00% | – |
| Q3 2021 | $1,858,000 | -16.4% | 51,637 | -15.2% | 0.00% | – |
| Q2 2021 | $2,222,000 | +41.5% | 60,923 | +35.6% | 0.00% | – |
| Q1 2021 | $1,570,000 | -35.0% | 44,923 | -39.7% | 0.00% | -100.0% |
| Q4 2020 | $2,416,000 | +387.1% | 74,514 | +345.0% | 0.00% | – |
| Q3 2020 | $496,000 | -36.4% | 16,746 | -38.2% | 0.00% | – |
| Q2 2020 | $780,000 | -21.1% | 27,100 | -29.4% | 0.00% | – |
| Q1 2020 | $989,000 | -24.3% | 38,370 | 0.0% | 0.00% | – |
| Q4 2019 | $1,307,000 | +1.4% | 38,370 | 0.0% | 0.00% | – |
| Q3 2019 | $1,289,000 | +4.5% | 38,370 | 0.0% | 0.00% | – |
| Q2 2019 | $1,234,000 | +1.1% | 38,370 | 0.0% | 0.00% | – |
| Q1 2019 | $1,221,000 | – | 38,370 | – | 0.00% | – |
Download | ||||||
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% |