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Heritage Wealth Management (Arizona)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$33.3K Buy
1,304
+652
+100% +$16.7K ﹤0.01% 565
2022
Q3 		$16K Buy
+652
New +$16.8K 0.01% 580

Other funds holding LVHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LVHI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 100% in Q4 2022, buying an estimated $16.7K and bringing the position to 1,304 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Heritage Wealth Management (Arizona) first reported a position in LVHI in Q3 2022 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold LVHI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,304 shares of Franklin International Low Volatility High Dividend Index ETF worth $33.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 652 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2022, an estimated $16.7K.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #565 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.