Atria Wealth Solutions’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Sell |
183,473
-34,541
| -16% | -$1.12M | 0.14% | 179 |
|
|
2025
Q1 | $7.06M | Buy |
218,014
+16,040
| +8% | +$519K | 0.08% | 250 |
|
|
2024
Q4 | $6.16M | Buy |
201,974
+39,173
| +24% | +$1.2M | 0.07% | 297 |
|
|
2024
Q3 | $5.06M | Buy |
162,801
+19,995
| +14% | +$621K | 0.05% | 346 |
|
|
2024
Q2 | $4.23M | Buy |
142,806
+4,153
| +3% | +$123K | 0.05% | 377 |
|
|
2024
Q1 | $4.13M | Buy |
138,653
+1,938
| +1% | +$57.7K | 0.05% | 389 |
|
|
2023
Q4 | $3.78M | Buy |
136,715
+9,377
| +7% | +$259K | 0.05% | 380 |
|
|
2023
Q3 | $3.47M | Sell |
127,338
-18,825
| -13% | -$513K | 0.05% | 391 |
|
|
2023
Q2 | $3.97M | Buy |
146,163
+51,983
| +55% | +$1.41M | 0.05% | 349 |
|
|
2023
Q1 | $2.55M | Buy |
94,180
+24,179
| +35% | +$655K | 0.04% | 457 |
|
|
2022
Q4 | $1.79M | Buy |
70,001
+18,146
| +35% | +$464K | 0.03% | 555 |
|
|
2022
Q3 | $1.25M | Buy |
51,855
+3,070
| +6% | +$74K | 0.02% | 635 |
|
|
2022
Q2 | $1.25M | Buy |
48,785
+4,638
| +11% | +$119K | 0.02% | 591 |
|
|
2022
Q1 | $1.19M | Buy |
+44,147
| New | +$1.19M | 0.02% | 661 |
|