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Get Institutions for : 
Legg Mason International Low Volatility High Dividend Etf (LVHI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 104    3
Total shares held : 
14,080,148  
% of shares held : 
15.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  27  
Amount of shares held : 
428,833  
% of shares held change : 
  0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 182,473
 1.3%
 
Increased Positions :
53
 1,724,904
 12.25%
 
Unchanged Positions :
14
 199,854
 1.42%
 
Decreased Positions :
29
-1,431,655
-10.17%
 
Closed Positions :
5
-46,889
-0.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Magnus Financial Group LLC 126 - 2024-03-31 36,739 $1,094,000 0
   JANNEY MONTGOMERY SCOTT LLC 1959 - 2024-03-31 17,464 $520,000 0
   Belpointe Asset Management LLC 648 - 2024-03-31 8,780 $261,000 0
   BANK OF MONTREAL /CAN/ 2637 - 2024-03-31 6,807 $203,000 0
   Atlantic Private Wealth LLC 32 - 2024-03-31 6,457 $192,000 0
   NBC SECURITIES INC. 1175 - 2024-03-31 1,438 $42,000 0
   Goss Wealth Management LLC 2672 - 2024-03-31 585 $17,000 0
   Stephens Consulting LLC 283 - 2024-03-31 467 $14,000 0
   SIGNATUREFD, LLC 2371 - 2024-03-31 260 $8,000 0
   Global Retirement Partners LLC 2417 - 2024-03-31 137 $4,000 0
   HARBOR INVESTMENT ADVISORY LLC 1005 - 2024-03-31 118 $4,000 0
   DHJJ Financial Advisors Ltd. 694 - 2024-03-31 15 $0 0
   Sutton Wealth Advisors Inc. 828 - 2023-09-30 10 $0 0
   PROEQUITIES INC. 7217 - 2024-03-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
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