Principle Wealth Partners’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 | $3.06M | Sell |
93,961
-272
| -0.3% | -$8.85K | 0.19% | 97 |
|
|
2025
Q1 | $3.05M | Sell |
94,233
-4,610
| -5% | -$149K | 0.22% | 101 |
|
|
2024
Q4 | $3.02M | Buy |
98,843
+8,342
| +9% | +$255K | 0.21% | 101 |
|
|
2024
Q3 | $2.81M | Sell |
90,501
-3,242
| -3% | -$101K | 0.2% | 105 |
|
|
2024
Q2 | $2.78M | Buy |
93,743
+13,188
| +16% | +$391K | 0.21% | 103 |
|
|
2024
Q1 | $2.4M | Buy |
80,555
+2,485
| +3% | +$74K | 0.19% | 114 |
|
|
2023
Q4 | $2.16M | Buy |
78,070
+11,263
| +17% | +$312K | 0.19% | 116 |
|
|
2023
Q3 | $1.82M | Buy |
+66,807
| New | +$1.82M | 0.18% | 112 |
|