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Kolinsky Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Kolinsky Wealth Management’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
Q4 		$5.08M Buy
+166,325
New +$5.15M 3.1% 6

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kolinsky Wealth Management's LVHI Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2024: 166,325 shares worth $5.08M. The stake represents 3.1% of the portfolio and ranks #6 among its holdings.

167 funds tracked by Wall St. Rank hold LVHI as of Q4 2024.

  • Kolinsky Wealth Management held 166,325 shares of Franklin International Low Volatility High Dividend Index ETF worth $5.08M as of Q4 2024.
  • Franklin International Low Volatility High Dividend Index ETF was a new Kolinsky Wealth Management position in Q4 2024.
  • Franklin International Low Volatility High Dividend Index ETF made up 3.1% of Kolinsky Wealth Management's portfolio in Q4 2024, its #6 holding.
  • 167 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.