Atria Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
6,402
+1,293
+25% +$51.5K ﹤0.01% 1788
2025
Q1
$209K Buy
+5,109
New +$209K ﹤0.01% 1807
2024
Q1
Sell
-59,240
Closed -$2.15M 993
2023
Q4
$2.15M Buy
59,240
+9,694
+20% +$352K 0.03% 569
2023
Q3
$1.68M Buy
+49,546
New +$1.68M 0.03% 641