Montis Financial’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
174,409
+3,831
| +2% | +$125K | 1.58% | 17 |
|
|
2025
Q1 | $5.52M | Buy |
170,578
+51,320
| +43% | +$1.66M | 1.62% | 18 |
|
|
2024
Q4 | $3.64M | Buy |
119,258
+10,104
| +9% | +$308K | 1.12% | 19 |
|
|
2024
Q3 | $3.39M | Buy |
109,154
+48,776
| +81% | +$1.52M | 1.21% | 18 |
|
|
2024
Q2 | $1.79M | Buy |
60,378
+45,175
| +297% | +$1.34M | 0.82% | 21 |
|
|
2024
Q1 | $453K | Buy |
+15,203
| New | +$453K | 0.22% | 49 |
|