Citadel Advisors
LVHI icon

Citadel Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Citadel Advisors’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,186
Closed -$243K – 14907
2024
Q2 		$243K Buy
+8,186
New +$245K ﹤0.01% 9548
2024
Q1 		– Sell
-9,496
Closed -$263K – 15169
2023
Q4 		$263K Buy
+9,496
New +$260K ﹤0.01% 9415
2023
Q2 		– Sell
-23,118
Closed -$623K – 14916
2023
Q1 		$623K Buy
+23,118
New +$616K ﹤0.01% 7845
2018
Q2 		– Sell
-29,287
Closed -$786K – 9149
2018
Q1 		$786K Buy
+29,287
New +$802K ﹤0.01% 5167

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return