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

GGM Wealth 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
2025
Q1 		$303K Buy
+9,496
New +$301K 0.17% 101

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GGM Wealth Advisors's LVHI Position: Q1 2025 in Review

GGM Wealth Advisors opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2025: 9,496 shares worth $303K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

212 funds tracked by Wall St. Rank hold LVHI as of Q1 2025.

  • GGM Wealth Advisors held 9,496 shares of Franklin International Low Volatility High Dividend Index ETF worth $303K as of Q1 2025.
  • Franklin International Low Volatility High Dividend Index ETF was a new GGM Wealth Advisors position in Q1 2025.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.17% of GGM Wealth Advisors's portfolio in Q1 2025, its #101 holding.
  • 212 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.