Private Trust Company’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
3,716
+2,250
+153% +$89.7K 0.01% 818
2025
Q1
$60.1K Buy
1,466
+210
+17% +$8.6K 0.01% 1117
2024
Q4
$48.2K Hold
1,256
﹤0.01% 1179
2024
Q3
$51.1K Buy
+1,256
New +$51.1K 0.01% 1131