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AWS
Atria Wealth Solutions’s
Franklin International Low Volatility High Dividend Index ETF
LVHI
Stock Holding History
Atria Wealth Solutions’s Portfolio
LVHI Stock Details
LVHI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$5.97M
Sell
183,473
-34,541
-16%
-$1.11M
0.14%
179
2025
Q1
$7.06M
Buy
218,014
+16,040
+8%
+$509K
0.09%
250
2024
Q4
$6.16M
Buy
201,974
+39,173
+24%
+$1.21M
0.07%
299
2024
Q3
$5.06M
Buy
162,801
+19,995
+14%
+$608K
0.06%
348
2024
Q2
$4.23M
Buy
142,806
+4,153
+3%
+$124K
0.05%
379
2024
Q1
$4.13M
Buy
138,653
+1,938
+1%
+$55K
0.05%
391
2023
Q4
$3.78M
Buy
136,715
+9,377
+7%
+$257K
0.05%
382
2023
Q3
$3.47M
Sell
127,338
-18,825
-13%
-$514K
0.05%
391
2023
Q2
$3.97M
Buy
146,163
+51,983
+55%
+$1.42M
0.05%
349
2023
Q1
$2.55M
Buy
94,180
+24,179
+35%
+$645K
0.04%
457
2022
Q4
$1.79M
Buy
70,001
+18,146
+35%
+$465K
0.03%
556
2022
Q3
$1.25M
Buy
51,855
+3,070
+6%
+$78.9K
0.02%
638
2022
Q2
$1.25M
Buy
48,785
+4,638
+11%
+$125K
0.03%
609
2022
Q1
$1.19M
Buy
+44,147
New
+$1.19M
0.02%
661
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16.35%
1-Year Est. Return
Morgan Stanley
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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