Integrated Wealth Concepts’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $730K | Sell |
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|
2024
Q4 | $752K | Sell |
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|
2024
Q3 | $799K | Sell |
|
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $813K | Buy |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $535K | Buy |
|