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Blake Schutter Theil Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio LVHI Stock Details LVHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$751K Sell
23,071
-788
-3% -$25.6K 0.85% 29
2025
Q1 		$772K Buy
23,859
+12,407
+108% +$402K 0.88% 31
2024
Q4 		$350K Buy
11,452
+50
+0.4% +$1.53K 0.37% 80
2024
Q3 		$354K Buy
+11,402
New +$354K 0.25% 110