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

Brown Financial 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
Q3 		– Sell
-162
Closed -$5.8K – 180
2024
Q2 		$5.8K Buy
+162
New +$5.83K ﹤0.01% 187

Other funds holding LVHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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 $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brown Financial Advisors's LVHD Position: Q3 2024 in Review

Brown Financial Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2024, closing a stake of 162 shares — an estimated $5.8K sold.

Brown Financial Advisors first reported a position in LVHD in Q2 2024 and held it in 1 quarter. The position peaked at $5.8K in Q2 2024. 83 funds tracked by Wall St. Rank hold LVHD as of Q3 2024.

  • Brown Financial Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 162 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $5.8K.
  • Brown Financial Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $5.8K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.