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Platte River Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Platte River Wealth Advisors’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$365K Buy
+10,783
New +$362K 0.19% 101

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Platte River Wealth Advisors's LVHD Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2019: 10,783 shares worth $365K. The stake represents 0.19% of the portfolio and ranks #101 among its holdings.

79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

  • Platte River Wealth Advisors held 10,783 shares of Franklin US Low Volatility High Dividend Index ETF worth $365K as of Q4 2019.
  • Franklin US Low Volatility High Dividend Index ETF was a new Platte River Wealth Advisors position in Q4 2019.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.19% of Platte River Wealth Advisors's portfolio in Q4 2019, its #101 holding.
  • 79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.