GRP
LVHI icon

Global Retirement Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Global Retirement Partners’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
Q4 		$1.68M Buy
45,648
+5,395
+13% +$194K 0.03% 484
2025
Q3 		$1.4M Buy
40,253
+1,780
+5% +$60.5K 0.03% 444
2025
Q2 		$1.25M Buy
+38,473
New +$1.23M 0.03% 447
2024
Q4 		$97.5K Buy
3,194
+106
+3% +$3.28K ﹤0.01% 1281
2024
Q3 		$96K Buy
3,088
+2,951
+2,154% +$89.8K ﹤0.01% 1261
2024
Q2 		$4.06K Hold
137
– – ﹤0.01% 2698
2024
Q1 		$4.08K Hold
137
– – ﹤0.01% 2478
2023
Q4 		$3.8K Hold
137
– – ﹤0.01% 2434
2023
Q3 		$3.63K Hold
137
– – ﹤0.01% 2306
2023
Q2 		$3.73K Buy
+137
New +$3.75K ﹤0.01% 2322

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return