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

Diversified’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
Q2 		– Sell
-7,108
Closed -$212K – 239
2024
Q1 		$212K Buy
+7,108
New +$202K 0.03% 166

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversified's LVHI Position: Q2 2024 in Review

Diversified sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2024, closing a stake of 7,108 shares — an estimated $212K sold.

Diversified first reported a position in LVHI in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 134 funds tracked by Wall St. Rank hold LVHI as of Q2 2024.

  • Diversified reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
  • Diversified sold 7,108 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $212K.
  • Diversified first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2024 and held it in 1 quarter.
  • Diversified's Franklin International Low Volatility High Dividend Index ETF position peaked at $212K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2024.

Based on Diversified's 13F filing for Q2 2024, filed 24 Jul 2024.