BFWA
LVHD icon

Benchmark Financial Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Benchmark Financial Wealth Advisors’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
2024
Q1 		– Sell
-19,887
Closed -$723K – 92
2023
Q4 		$723K Sell
19,887
-610,081
-97% -$21M 0.31% 36
2023
Q3 		$21.3M Sell
629,968
-17,691
-3% -$642K 10.03% 4
2023
Q2 		$23.7M Sell
647,659
-23,600
-4% -$866K 11.01% 3
2023
Q1 		$25M Buy
+671,259
New +$25.2M 12.86% 2

Other funds holding LVHD

AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 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 $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return