Benchmark Financial Wealth Advisors’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
2024
Q1
Sell
-19,887
Closed -$723K 92
2023
Q4
$723K Sell
19,887
-610,081
-97% -$22.2M 0.31% 36
2023
Q3
$21.3M Sell
629,968
-17,691
-3% -$599K 10.03% 4
2023
Q2
$23.7M Sell
647,659
-23,600
-4% -$865K 11.01% 3
2023
Q1
$25M Buy
+671,259
New +$25M 12.86% 2