AWS
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Atria Wealth Solutions’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Atria Wealth Solutions’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$497K Buy
12,469
+10
+0.1% +$395 0.01% 914
2025
Q1 		$510K Sell
12,459
-220
-2% -$8.7K 0.01% 1191
2024
Q4 		$487K Buy
12,679
+425
+3% +$17K 0.01% 1295
2024
Q3 		$499K Sell
12,254
-1,250
-9% -$48.3K 0.01% 1250
2024
Q2 		$484K Sell
13,504
-2,721
-17% -$98K 0.01% 1255
2024
Q1 		$598K Buy
16,225
+234
+1% +$8.35K 0.01% 1178
2023
Q4 		$582K Sell
15,991
-2,687
-14% -$92.7K 0.01% 1133
2023
Q3 		$633K Sell
18,678
-5,546
-23% -$201K 0.01% 1024
2023
Q2 		$888K Buy
24,224
+8,687
+56% +$319K 0.01% 888
2023
Q1 		$579K Buy
15,537
+5,959
+62% +$224K 0.01% 1045
2022
Q4 		$367K Buy
+9,578
New +$354K 0.01% 1248

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return